Raymond James Financial
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Raymond James Financial’s M&T Bank MTB Stock Holding History

Raymond James Financial’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 		$26.8M Buy
129,760
+5,335
+4% +$1.15M 0.01% 1270
2025
Q4 		$25.1M Sell
124,425
-5,864
-5% -$1.12M 0.01% 1281
2025
Q3 		$25.7M Buy
130,289
+6,105
+5% +$1.2M 0.01% 1246
2025
Q2 		$24.1M Buy
124,184
+6,212
+5% +$1.1M 0.01% 1225
2025
Q1 		$21.1M Buy
117,972
+2,111
+2% +$400K 0.01% 1263
2024
Q4 		$21.8M Buy
+115,861
New +$23M 0.01% 1239

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

Raymond James Financial's MTB Position: Q1 2026 in Review

Raymond James Financial increased its M&T Bank (MTB) stake by 4.3% in Q1 2026, buying an estimated $1.15M and bringing the position to 129,760 shares worth $26.8M. The position accounts for 0.01% of the portfolio, ranked #1270.

Raymond James Financial first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Raymond James Financial held 129,760 shares of M&T Bank worth $26.8M as of Q1 2026.
  • Raymond James Financial bought 5,335 M&T Bank shares in Q1 2026, an estimated $1.15M.
  • M&T Bank made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1270 holding.
  • Raymond James Financial first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.