Ritholtz Wealth Management’s M&T Bank MTB Stock Holding History

Ritholtz Wealth 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	$1.21M	Buy	5,842 +3,762	+181%	+$810K	0.02%	504
2025 Q4	$419K	Sell	2,080 -105	-5%	-$20.1K	0.01%	773
2025 Q3	$432K	Sell	2,185 -18	-0.8%	-$3.53K	0.01%	721
2025 Q2	$427K	Sell	2,203 -2,825	-56%	-$498K	0.01%	679
2025 Q1	$899K	Buy	5,028 +544	+12%	+$103K	0.03%	428
2024 Q4	$843K	Buy	4,484 +787	+21%	+$156K	0.02%	406
2024 Q3	$659K	Buy	3,697 +1,999	+118%	+$331K	0.02%	489
2024 Q2	$257K	Buy	+1,698	New	+$248K	0.01%	688
2023 Q3	–	Sell	-1,808	Closed	-$224K	–	728
2023 Q2	$224K	Buy	+1,808	New	+$219K	0.01%	605
2022 Q4	–	Sell	-5,687	Closed	-$1M	–	686
2022 Q3	$1M	Buy	+5,687	New	+$1.01M	0.05%	239

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

Ritholtz Wealth Management's MTB Position: Q1 2026 in Review

Ritholtz Wealth Management increased its M&T Bank (MTB) stake by 181% in Q1 2026, buying an estimated $810K and bringing the position to 5,842 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #504.

Ritholtz Wealth Management first reported a position in MTB in Q3 2022 and has held it in 10 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Ritholtz Wealth Management held 5,842 shares of M&T Bank worth $1.21M as of Q1 2026.
Ritholtz Wealth Management bought 3,762 M&T Bank shares in Q1 2026, an estimated $810K.
M&T Bank made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #504 holding.
Ritholtz Wealth Management first reported a position in M&T Bank in Q3 2022 and has held it in 10 quarters since.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.