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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$291K Sell
1,221
-191
-14% -$41.8K 0.07% 320
2026
Q1
$292K Buy
+1,412
New +$304K 0.09% 228

Other funds holding MTB

Sagewood Asset Management's MTB Position: Q2 2026 in Review

Sagewood Asset Management reduced its M&T Bank (MTB) stake by 14% in Q2 2026, selling an estimated $41.8K and leaving 1,221 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #320.

Sagewood Asset Management first reported a position in MTB in Q1 2026 and has held it in 2 quarters since. The position peaked at $292K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Sagewood Asset Management held 1,221 shares of M&T Bank worth $291K as of Q2 2026.
  • Sagewood Asset Management sold 191 M&T Bank shares in Q2 2026, an estimated $41.8K.
  • M&T Bank made up 0.07% of Sagewood Asset Management's portfolio in Q2 2026, its #320 holding.
  • Sagewood Asset Management first reported a position in M&T Bank in Q1 2026 and has held it in 2 quarters since.
  • Sagewood Asset Management's M&T Bank position peaked at $292K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.