Plato Investment Management’s M&T Bank MTB Stock Holding History

Plato Investment 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	$1.35M	Sell	5,703 -2,619	-31%	-$573K	0.08%	228
2026 Q1	$1.72M	Hold	8,322	–	–	0.12%	187
2025 Q4	$1.68M	Buy	8,322 +71	+0.9%	+$13.6K	0.11%	188
2025 Q3	$1.62M	Buy	8,251 +2,905	+54%	+$570K	0.11%	197
2025 Q2	$1.03M	Buy	5,346 +1	+0%	+$176	0.08%	251
2025 Q1	$966K	Sell	5,345 -3,278	-38%	-$622K	0.08%	249
2024 Q4	$1.63M	Buy	8,623 +8,455	+5,033%	+$1.68M	0.12%	183
2024 Q3	$29.9K	Buy	168 +161	+2,300%	+$26.7K	﹤0.01%	465
2024 Q2	$1.06K	Hold	7	–	–	﹤0.01%	488
2024 Q1	$1.02K	Hold	7	–	–	﹤0.01%	479
2023 Q4	$959	Buy	+7	New	+$880	﹤0.01%	446

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 $3.38T AUM 44.17% 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

Plato Investment Management's MTB Position: Q2 2026 in Review

Plato Investment Management reduced its M&T Bank (MTB) stake by 31% in Q2 2026, selling an estimated $573K and leaving 5,703 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #228.

Plato Investment Management first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Plato Investment Management held 5,703 shares of M&T Bank worth $1.35M as of Q2 2026.
Plato Investment Management sold 2,619 M&T Bank shares in Q2 2026, an estimated $573K.
M&T Bank made up 0.08% of Plato Investment Management's portfolio in Q2 2026, its #228 holding.
Plato Investment Management first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's M&T Bank position peaked at $1.72M in Q1 2026.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.