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

Prelude 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
2025 Q2	–	Sell	-2,833	Closed	-$506K	–	1227
2025 Q1	$506K	Buy	+2,833	New	+$537K	0.04%	515
2023 Q4	–	Sell	-2,605	Closed	-$329K	–	1253
2023 Q3	$329K	Buy	+2,605	New	+$340K	0.02%	625
2022 Q4	–	Sell	-9,071	Closed	-$1.6M	–	1510
2022 Q3	$1.6M	Sell	9,071 -1,650	-15%	-$292K	0.06%	288
2022 Q2	$1.71M	Buy	+10,721	New	+$1.8M	0.05%	347
2022 Q1	–	Sell	-2,424	Closed	-$372K	–	2079
2021 Q4	$372K	Buy	+2,424	New	+$372K	0.01%	1190
2021 Q3	–	Sell	-7,430	Closed	-$1.08M	–	1915
2021 Q2	$1.08M	Buy	7,430 +5,050	+212%	+$789K	0.03%	569
2021 Q1	$361K	Buy	+2,380	New	+$351K	0.01%	1051
2020 Q4	–	Sell	-3,360	Closed	-$309K	–	1727
2020 Q3	$309K	Sell	3,360 -253	-7%	-$25.9K	0.01%	547
2020 Q2	$376K	Buy	+3,613	New	+$381K	0.02%	553
2019 Q3	–	Sell	-1,520	Closed	-$259K	–	1924
2019 Q2	$259K	Sell	1,520 -993	-40%	-$165K	0.01%	655
2019 Q1	$395K	Buy	2,513 +2,179	+652%	+$358K	0.02%	544
2018 Q4	$48K	Sell	334 -708	-68%	-$113K	﹤0.01%	1121
2018 Q3	$171K	Buy	+1,042	New	+$181K	0.01%	812
2016 Q4	–	Sell	-1,220	Closed	-$142K	–	1697
2016 Q3	$142K	Buy	+1,220	New	+$142K	0.01%	684
2016 Q1	–	Sell	-20	Closed	-$2K	–	1422
2015 Q4	$2K	Buy	+20	New	+$2.44K	﹤0.01%	1400
2014 Q2	–	Sell	-150	Closed	-$18K	–	2085
2014 Q1	$18K	Buy	+150	New	+$17.3K	﹤0.01%	1711

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prelude Capital Management's MTB Position: Q2 2025 in Review

Prelude Capital Management sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 2,833 shares — an estimated $506K sold.

Prelude Capital Management first reported a position in MTB in Q1 2014 and held it in 16 quarters. The position peaked at $1.71M in Q2 2022. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Prelude Capital Management reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Prelude Capital Management sold 2,833 M&T Bank shares in Q2 2025, an estimated $506K.
Prelude Capital Management first reported a position in M&T Bank in Q1 2014 and held it in 16 quarters.
Prelude Capital Management's M&T Bank position peaked at $1.71M in Q2 2022.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.