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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
Q2 		$3.71M Hold
15,606
– – 0.36% 75
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oak Thistle LLC's MTB Position: Q2 2026 in Review

Oak Thistle LLC held its M&T Bank (MTB) position steady in Q2 2026 at 15,606 shares worth $3.71M. The position accounts for 0.36% of the portfolio, ranked #75.

Oak Thistle LLC first reported a position in MTB in Q2 2022 and has held it in 7 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Oak Thistle LLC held 15,606 shares of M&T Bank worth $3.71M as of Q2 2026.
  • Oak Thistle LLC left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.36% of Oak Thistle LLC's portfolio in Q2 2026, its #75 holding.
  • Oak Thistle LLC first reported a position in M&T Bank in Q2 2022 and has held it in 7 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.