Osaic Holdings
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Osaic Holdings’s M&T Bank MTB Stock Holding History

Osaic Holdings’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
2023
Q2 		– Sell
-125
Closed -$40K – 7534
2023
Q1 		$40K Buy
+125
New +$18.1K ﹤0.01% 5103

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

Osaic Holdings's MTB Position: Q1 2026 in Review

Osaic Holdings increased its M&T Bank (MTB) stake by 5.6% in Q1 2026, buying an estimated $540K and bringing the position to 47,719 shares worth $9.87M. The position accounts for 0.01% of the portfolio, ranked #929.

Osaic Holdings first reported a position in MTB in Q1 2020 and has held it in 25 quarters since. The position peaked at $16.2M in Q3 2023. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Osaic Holdings held 47,719 shares of M&T Bank worth $9.87M as of Q1 2026.
  • Osaic Holdings bought 2,511 M&T Bank shares in Q1 2026, an estimated $540K.
  • M&T Bank made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #929 holding.
  • Osaic Holdings first reported a position in M&T Bank in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's M&T Bank position peaked at $16.2M in Q3 2023.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.