Occudo Quantitative Strategies’s M&T Bank MTB Stock Holding History

Occudo Quantitative Strategies’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
2025 Q4	–	Sell	-2,503	Closed	-$495K	–	842
2025 Q3	$495K	Sell	2,503 -6,416	-72%	-$1.26M	0.06%	399
2025 Q2	$1.73M	Buy	8,919 +5,571	+166%	+$983K	0.19%	144
2025 Q1	$587K	Buy	+3,348	New	+$635K	0.08%	334
2022 Q4	–	Sell	-9,590	Closed	-$1.69M	–	1221
2022 Q3	$1.69M	Buy	+9,590	New	+$1.7M	0.13%	227
2021 Q4	–	Sell	-4,241	Closed	-$633K	–	1184
2021 Q3	$633K	Sell	4,241 -2,236	-35%	-$310K	0.08%	452
2021 Q2	$941K	Buy	+6,477	New	+$1.01M	0.14%	231

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Occudo Quantitative Strategies's MTB Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 2,503 shares — an estimated $495K sold.

Occudo Quantitative Strategies first reported a position in MTB in Q2 2021 and held it in 6 quarters. The position peaked at $1.73M in Q2 2025. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

Occudo Quantitative Strategies reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 2,503 M&T Bank shares in Q4 2025, an estimated $495K.
Occudo Quantitative Strategies first reported a position in M&T Bank in Q2 2021 and held it in 6 quarters.
Occudo Quantitative Strategies's M&T Bank position peaked at $1.73M in Q2 2025.
1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.