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NewEdge Advisors’s M&T Bank MTB Stock Holding History

NewEdge Advisors’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.08M Sell
14,918
-479
-3% -$103K 0.01% 892
2025
Q4 		$3.1M Sell
15,397
-169
-1% -$32.3K 0.01% 856
2025
Q3 		$3.08M Buy
15,566
+547
+4% +$107K 0.01% 810
2025
Q2 		$2.91M Buy
15,019
+808
+6% +$143K 0.02% 768
2025
Q1 		$2.54M Sell
14,211
-66
-0.5% -$12.5K 0.02% 756
2024
Q4 		$2.68M Sell
14,277
-2,374
-14% -$472K 0.02% 705
2024
Q3 		$2.97M Buy
16,651
+1,493
+10% +$248K 0.02% 644
2024
Q2 		$2.29M Buy
15,158
+1,062
+8% +$155K 0.02% 695
2024
Q1 		$2.05M Sell
14,096
-790
-5% -$109K 0.02% 677
2023
Q4 		$2.1M Buy
14,886
+4,794
+48% +$602K 0.02% 640
2023
Q3 		$1.28M Sell
10,092
-28
-0.3% -$3.65K 0.01% 757
2023
Q2 		$1.25M Buy
10,120
+1,530
+18% +$185K 0.01% 765
2023
Q1 		$1.03M Sell
8,590
-1,643
-16% -$239K 0.01% 773
2022
Q4 		$772K Buy
10,233
+1,308
+15% +$215K 0.02% 603
2022
Q3 		$1.57M Buy
8,925
+784
+10% +$139K 0.03% 490
2022
Q2 		$1.3M Buy
+8,141
New +$1.37M 0.02% 573
2022
Q1 		– Sell
-3,914
Closed -$602K – 1451
2021
Q4 		$602K Buy
3,914
+1,679
+75% +$258K 0.01% 984
2021
Q3 		$334K Sell
2,235
-60
-3% -$8.32K 0.01% 862
2021
Q2 		$333K Sell
2,295
-5,959
-72% -$931K 0.01% 863
2021
Q1 		$1.25M Buy
8,254
+6,562
+388% +$967K 0.04% 391
2020
Q4 		$215K Buy
+1,692
New +$193K 0.01% 874
2018
Q4 		– Sell
-1,484
Closed -$244K – 684
2018
Q3 		$244K Buy
+1,484
New +$257K 0.02% 549
2017
Q3 		– Sell
-634
Closed -$104K – 831
2017
Q2 		$104K Buy
+634
New +$100K 0.02% 411

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Advisors's MTB Position: Q1 2026 in Review

NewEdge Advisors reduced its M&T Bank (MTB) stake by 3.1% in Q1 2026, selling an estimated $103K and leaving 14,918 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #892.

NewEdge Advisors first reported a position in MTB in Q2 2017 and has held it in 23 quarters since. The position peaked at $3.1M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • NewEdge Advisors held 14,918 shares of M&T Bank worth $3.08M as of Q1 2026.
  • NewEdge Advisors sold 479 M&T Bank shares in Q1 2026, an estimated $103K.
  • M&T Bank made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #892 holding.
  • NewEdge Advisors first reported a position in M&T Bank in Q2 2017 and has held it in 23 quarters since.
  • NewEdge Advisors's M&T Bank position peaked at $3.1M in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.