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

Note 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 		$323K Buy
1,562
+2
+0.1% +$430 0.16% 64
2025
Q4 		$342K Sell
1,560
-80
-5% -$15.3K 0.18% 64
2025
Q3 		$324K Buy
1,640
+5
+0.3% +$981 0.19% 65
2025
Q2 		$317K Sell
1,635
-133
-8% -$23.5K 0.22% 58
2025
Q1 		$316K Sell
1,768
-37
-2% -$7.02K 0.26% 59
2024
Q4 		$339K Buy
+1,805
New +$359K 0.3% 57

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

Note Advisors's MTB Position: Q1 2026 in Review

Note Advisors increased its M&T Bank (MTB) stake by 0.13% in Q1 2026, buying an estimated $430 and bringing the position to 1,562 shares worth $323K. The position accounts for 0.16% of the portfolio, ranked #64.

Note Advisors first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $342K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Note Advisors held 1,562 shares of M&T Bank worth $323K as of Q1 2026.
  • Note Advisors bought 2 M&T Bank shares in Q1 2026, an estimated $430.
  • M&T Bank made up 0.16% of Note Advisors's portfolio in Q1 2026, its #64 holding.
  • Note Advisors first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • Note Advisors's M&T Bank position peaked at $342K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.