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 Q3	$1.98M	Buy	9,113 +1,279	+16%	+$308K	0.03%	431
2026 Q2	$1.86M	Buy	7,834 +1,992	+34%	+$436K	0.03%	432
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Ritholtz Wealth Management's MTB Position: Q3 2026 in Review

Ritholtz Wealth Management increased its M&T Bank (MTB) stake by 16% in Q3 2026, buying an estimated $308K and bringing the position to 9,113 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #431.

Ritholtz Wealth Management first reported a position in MTB in Q3 2022 and has held it in 12 quarters since. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Ritholtz Wealth Management held 9,113 shares of M&T Bank worth $1.98M as of Q3 2026.
Ritholtz Wealth Management bought 1,279 M&T Bank shares in Q3 2026, an estimated $308K.
M&T Bank made up 0.03% of Ritholtz Wealth Management's portfolio in Q3 2026, its #431 holding.
Ritholtz Wealth Management first reported a position in M&T Bank in Q3 2022 and has held it in 12 quarters since.
995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.