Reflection Asset Management’s M&T Bank MTB Stock Holding History

Reflection Asset 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	–	Sell	-154	Closed	-$31K	–	343
2025 Q4	$31K	Buy	+154	New	+$29.4K	0.02%	305

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Reflection Asset Management's MTB Position: Q1 2026 in Review

Reflection Asset Management sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 154 shares — an estimated $31K sold.

Reflection Asset Management first reported a position in MTB in Q4 2025 and held it in 1 quarter. The position peaked at $31K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Reflection Asset Management reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Reflection Asset Management sold 154 M&T Bank shares in Q1 2026, an estimated $31K.
Reflection Asset Management first reported a position in M&T Bank in Q4 2025 and held it in 1 quarter.
Reflection Asset Management's M&T Bank position peaked at $31K in Q4 2025.
1,111 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.