Osbon Capital Management’s M&T Bank MTB Stock Holding History

Osbon Capital Management’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	$11.9K	Hold	50	–	–	0.01%	252
2026 Q1	$10.3K	Hold	50	–	–	0.01%	287
2025 Q4	$10.1K	Buy	+50	New	+$9.55K	0.01%	231

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

Osbon Capital Management's MTB Position: Q2 2026 in Review

Osbon Capital Management held its M&T Bank (MTB) position steady in Q2 2026 at 50 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #252.

Osbon Capital Management first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Osbon Capital Management held 50 shares of M&T Bank worth $11.9K as of Q2 2026.
Osbon Capital Management left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.01% of Osbon Capital Management's portfolio in Q2 2026, its #252 holding.
Osbon Capital Management first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.