Rockefeller Capital Management’s M&T Bank MTB Stock Holding History

Rockefeller Capital 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 Q2	$3.55M	Buy	14,912 +3,967	+36%	+$867K	0.01%	1124
2026 Q1	$2.26M	Sell	10,945 -7,714	-41%	-$1.66M	﹤0.01%	1250
2025 Q4	$3.76M	Buy	18,659 +8,383	+82%	+$1.6M	0.01%	982
2025 Q3	$2.03M	Sell	10,276 -904	-8%	-$177K	﹤0.01%	1160
2025 Q2	$2.17M	Buy	11,180 +991	+10%	+$175K	﹤0.01%	1087
2025 Q1	$1.82M	Sell	10,189 -665	-6%	-$126K	﹤0.01%	1073
2024 Q4	$2.04M	Buy	+10,854	New	+$2.16M	0.01%	1013
2023 Q3	–	Sell	-8,300	Closed	-$1.03M	–	1707
2023 Q2	$1.03M	Sell	8,300 -5,757	-41%	-$697K	﹤0.01%	1072
2023 Q1	$1.68M	Sell	14,057 -5,473	-28%	-$794K	0.01%	875
2022 Q4	$2.83M	Sell	19,530 -2,186	-10%	-$359K	0.01%	648
2022 Q3	$3.83M	Buy	21,716 +303	+1%	+$53.6K	0.02%	592
2022 Q2	$3.41M	Buy	21,413 +11,452	+115%	+$1.92M	0.02%	608
2022 Q1	$1.69M	Buy	9,961 +1,422	+17%	+$251K	0.01%	862
2021 Q4	$1.31M	Sell	8,539 -1,397	-14%	-$215K	0.01%	956
2021 Q3	$1.48M	Buy	9,936 +1,185	+14%	+$164K	0.01%	853
2021 Q2	$1.27M	Buy	8,751 +2,427	+38%	+$379K	0.01%	842
2021 Q1	$958K	Buy	6,324 +5,972	+1,697%	+$880K	0.01%	797
2020 Q4	$44K	Buy	352 +80	+29%	+$9.11K	﹤0.01%	1724
2020 Q3	$25K	Sell	272 -763	-74%	-$78K	﹤0.01%	1716
2020 Q2	$108K	Buy	1,035 +710	+218%	+$75K	﹤0.01%	1140
2020 Q1	$34K	Buy	325 +103	+46%	+$15.2K	﹤0.01%	1354
2019 Q4	$38K	Buy	222 +120	+118%	+$19.5K	﹤0.01%	1213
2019 Q3	$16K	Buy	102 +58	+132%	+$9.13K	﹤0.01%	1290
2019 Q2	$8K	Sell	44 -808	-95%	-$134K	﹤0.01%	1321
2019 Q1	$134K	Buy	852 +834	+4,633%	+$137K	﹤0.01%	682
2018 Q4	$3K	Hold	18	–	–	﹤0.01%	844
2018 Q3	$3K	Hold	18	–	–	﹤0.01%	708
2018 Q2	$3K	Buy	+18	New	+$3.23K	﹤0.01%	730

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rockefeller Capital Management's MTB Position: Q2 2026 in Review

Rockefeller Capital Management increased its M&T Bank (MTB) stake by 36% in Q2 2026, buying an estimated $867K and bringing the position to 14,912 shares worth $3.55M. The position accounts for 0.01% of the portfolio, ranked #1124.

Rockefeller Capital Management first reported a position in MTB in Q2 2018 and has held it in 28 quarters since. The position peaked at $3.83M in Q3 2022. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Rockefeller Capital Management held 14,912 shares of M&T Bank worth $3.55M as of Q2 2026.
Rockefeller Capital Management bought 3,967 M&T Bank shares in Q2 2026, an estimated $867K.
M&T Bank made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1124 holding.
Rockefeller Capital Management first reported a position in M&T Bank in Q2 2018 and has held it in 28 quarters since.
Rockefeller Capital Management's M&T Bank position peaked at $3.83M in Q3 2022.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.