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 Q1	$10.3K	Hold	50	–	–	0.01%	287
2025 Q4	$10.1K	Buy	+50	New	+$9.55K	0.01%	231

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osbon Capital Management's MTB Position: Q1 2026 in Review

Osbon Capital Management held its M&T Bank (MTB) position steady in Q1 2026 at 50 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #287.

Osbon Capital Management first reported a position in MTB in Q4 2025 and has held it in 2 quarters since. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Osbon Capital Management held 50 shares of M&T Bank worth $10.3K as of Q1 2026.
Osbon Capital Management left its M&T Bank share count unchanged in Q1 2026.
M&T Bank made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #287 holding.
Osbon Capital Management first reported a position in M&T Bank in Q4 2025 and has held it in 2 quarters since.
1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.