Oppenheimer & Co’s M&T Bank MTB Stock Holding History

Oppenheimer & Co’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	$893K	Buy	+3,753	New	+$821K	0.01%	985
2026 Q1	–	Sell	-1,208	Closed	-$243K	–	1754
2025 Q4	$243K	Sell	1,208 -50	-4%	-$9.55K	﹤0.01%	1356
2025 Q3	$249K	Buy	1,258 +5	+0.4%	+$981	﹤0.01%	1459
2025 Q2	$243K	Buy	+1,253	New	+$221K	﹤0.01%	1428
2015 Q2	–	Sell	-5,190	Closed	-$659K	–	1520
2015 Q1	$659K	Buy	+5,190	New	+$628K	0.02%	766
2014 Q1	–	Sell	-2,703	Closed	-$314K	–	1446
2013 Q4	$314K	Buy	2,703 +268	+11%	+$30.5K	0.01%	993
2013 Q3	$272K	Sell	2,435 -6,358	-72%	-$736K	0.01%	1016
2013 Q2	$983K	Buy	+8,793	New	+$906K	0.04%	523

Other funds holding MTB

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Oppenheimer & Co's MTB Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in M&T Bank (MTB) in Q2 2026: 3,753 shares worth $893K. The stake represents 0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in MTB as recently as Q4 2025.

Oppenheimer & Co first reported a position in MTB in Q2 2013 and has held it in 8 quarters since. The position peaked at $983K in Q2 2013. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Oppenheimer & Co held 3,753 shares of M&T Bank worth $893K as of Q2 2026.
M&T Bank was a new Oppenheimer & Co position in Q2 2026.
M&T Bank made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #985 holding.
Oppenheimer & Co first reported a position in M&T Bank in Q2 2013 and has held it in 8 quarters since.
Oppenheimer & Co's M&T Bank position peaked at $983K in Q2 2013.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.