Red Tortoise LLC’s M&T Bank MTB Stock Holding History

Red Tortoise LLC’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	$10.7K	Hold	52	–	–	﹤0.01%	272
2025 Q4	$10.5K	Hold	52	–	–	﹤0.01%	279
2025 Q3	$10.3K	Hold	52	–	–	﹤0.01%	275
2025 Q2	$10.1K	Hold	52	–	–	﹤0.01%	265
2025 Q1	$9.29K	Hold	52	–	–	﹤0.01%	251
2024 Q4	$9.78K	Hold	52	–	–	0.01%	254
2024 Q3	$9.26K	Hold	52	–	–	﹤0.01%	265
2024 Q2	$7.87K	Hold	52	–	–	﹤0.01%	284
2024 Q1	$7.56K	Hold	52	–	–	﹤0.01%	281
2023 Q4	$7.13K	Hold	52	–	–	﹤0.01%	237
2023 Q3	$6.58K	Hold	52	–	–	﹤0.01%	226
2023 Q2	$6.44K	Buy	+52	New	+$6.29K	﹤0.01%	244
2023 Q1	–	Sell	-104	Closed	-$15.1K	–	592
2022 Q4	$15.1K	Buy	+104	New	+$17.1K	0.01%	195
2021 Q4	–	Sell	-124	Closed	-$22K	–	352
2021 Q3	$22K	Buy	+124	New	+$17.2K	0.02%	156

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

Red Tortoise LLC's MTB Position: Q1 2026 in Review

Red Tortoise LLC held its M&T Bank (MTB) position steady in Q1 2026 at 52 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Red Tortoise LLC first reported a position in MTB in Q3 2021 and has held it in 14 quarters since. The position peaked at $22K in Q3 2021. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Red Tortoise LLC held 52 shares of M&T Bank worth $10.7K as of Q1 2026.
Red Tortoise LLC left its M&T Bank share count unchanged in Q1 2026.
M&T Bank made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #272 holding.
Red Tortoise LLC first reported a position in M&T Bank in Q3 2021 and has held it in 14 quarters since.
Red Tortoise LLC's M&T Bank position peaked at $22K in Q3 2021.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.