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Sage Investment Counsel’s M&T Bank MTB Stock Holding History

Sage Investment Counsel’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 		$437K Hold
1,838
– – 0.44% 61
2026
Q1 		$380K Buy
1,838
+1
+0.1% +$215 0.42% 67
2025
Q4 		$370K Hold
1,837
– – 0.41% 69
2025
Q3 		$363K Hold
1,837
– – 0.4% 68
2025
Q2 		$356K Hold
1,837
– – 0.41% 67
2025
Q1 		$328K Buy
1,837
+1
+0.1% +$190 0.42% 73
2024
Q4 		$345K Buy
+1,836
New +$365K 0.45% 66

Other funds holding MTB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Sage Investment Counsel's MTB Position: Q2 2026 in Review

Sage Investment Counsel held its M&T Bank (MTB) position steady in Q2 2026 at 1,838 shares worth $437K. The position accounts for 0.44% of the portfolio, ranked #61.

Sage Investment Counsel first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. 553 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Sage Investment Counsel held 1,838 shares of M&T Bank worth $437K as of Q2 2026.
  • Sage Investment Counsel left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.44% of Sage Investment Counsel's portfolio in Q2 2026, its #61 holding.
  • Sage Investment Counsel first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
  • 553 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.