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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
Q2 		$390K Buy
1,638
+67
+4% +$14.7K 0.05% 244
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

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

Optas LLC's MTB Position: Q2 2026 in Review

Optas LLC increased its M&T Bank (MTB) stake by 4.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,638 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #244.

Optas LLC first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Optas LLC held 1,638 shares of M&T Bank worth $390K as of Q2 2026.
  • Optas LLC bought 67 M&T Bank shares in Q2 2026, an estimated $14.7K.
  • M&T Bank made up 0.05% of Optas LLC's portfolio in Q2 2026, its #244 holding.
  • Optas LLC first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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