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Oak Thistle LLC’s M&T Bank MTB Stock Holding History

Oak Thistle LLC’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 		$3.23M Hold
15,606
– – 0.31% 101
2025
Q4 		$3.14M Buy
+15,606
New +$2.98M 0.44% 25
2025
Q1 		– Sell
-3,929
Closed -$739K – 511
2024
Q4 		$739K Buy
+3,929
New +$781K 0.22% 177
2024
Q2 		– Sell
-2,609
Closed -$379K – 398
2024
Q1 		$379K Sell
2,609
-2,440
-48% -$338K 0.34% 133
2023
Q4 		$692K Buy
+5,049
New +$634K 0.2% 211
2022
Q3 		– Sell
-1,504
Closed -$240K – 204
2022
Q2 		$240K Buy
+1,504
New +$253K 0.46% 116

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

Oak Thistle LLC's MTB Position: Q1 2026 in Review

Oak Thistle LLC held its M&T Bank (MTB) position steady in Q1 2026 at 15,606 shares worth $3.23M. The position accounts for 0.31% of the portfolio, ranked #101.

Oak Thistle LLC first reported a position in MTB in Q2 2022 and has held it in 6 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Oak Thistle LLC held 15,606 shares of M&T Bank worth $3.23M as of Q1 2026.
  • Oak Thistle LLC left its M&T Bank share count unchanged in Q1 2026.
  • M&T Bank made up 0.31% of Oak Thistle LLC's portfolio in Q1 2026, its #101 holding.
  • Oak Thistle LLC first reported a position in M&T Bank in Q2 2022 and has held it in 6 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.