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Optimize Financial’s M&T Bank MTB Stock Holding History

Optimize Financial’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 		$468K Sell
2,263
-30
-1% -$6.46K 0.23% 117
2025
Q4 		$462K Buy
2,293
+26
+1% +$4.97K 0.23% 165
2025
Q3 		$448K Buy
+2,267
New +$445K 0.23% 159

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

Optimize Financial's MTB Position: Q1 2026 in Review

Optimize Financial reduced its M&T Bank (MTB) stake by 1.3% in Q1 2026, selling an estimated $6.46K and leaving 2,263 shares worth $468K. The position accounts for 0.23% of the portfolio, ranked #117.

Optimize Financial first reported a position in MTB in Q3 2025 and has held it in 3 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Optimize Financial held 2,263 shares of M&T Bank worth $468K as of Q1 2026.
  • Optimize Financial sold 30 M&T Bank shares in Q1 2026, an estimated $6.46K.
  • M&T Bank made up 0.23% of Optimize Financial's portfolio in Q1 2026, its #117 holding.
  • Optimize Financial first reported a position in M&T Bank in Q3 2025 and has held it in 3 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.