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Optas LLC’s M&T Bank MTB Stock Holding History

Optas 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 		$325K Buy
1,571
+41
+3% +$8.82K 0.05% 284
2025
Q4 		$308K Buy
1,530
+196
+15% +$37.4K 0.05% 293
2025
Q3 		$264K Buy
1,334
+41
+3% +$8.04K 0.04% 292
2025
Q2 		$251K Buy
+1,293
New +$228K 0.05% 257
2025
Q1 		– Sell
-1,312
Closed -$247K – 330
2024
Q4 		$247K Buy
+1,312
New +$261K 0.05% 211

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

Optas LLC's MTB Position: Q1 2026 in Review

Optas LLC increased its M&T Bank (MTB) stake by 2.7% in Q1 2026, buying an estimated $8.82K and bringing the position to 1,571 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #284.

Optas LLC first reported a position in MTB in Q4 2024 and has held it in 5 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Optas LLC held 1,571 shares of M&T Bank worth $325K as of Q1 2026.
  • Optas LLC bought 41 M&T Bank shares in Q1 2026, an estimated $8.82K.
  • M&T Bank made up 0.05% of Optas LLC's portfolio in Q1 2026, its #284 holding.
  • Optas LLC first reported a position in M&T Bank in Q4 2024 and has held it in 5 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Optas LLC's 13F filing for Q1 2026, filed 27 Apr 2026.