Sageworth Trust’s M&T Bank MTB Stock Holding History

Sageworth Trust’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	$321K	Hold	1,350	–	–	0.01%	108
2026 Q1	$279K	Hold	1,350	–	–	0.01%	144
2025 Q4	$272K	Hold	1,350	–	–	0.01%	113
2025 Q3	$267K	Hold	1,350	–	–	0.01%	225
2025 Q2	$262K	Hold	1,350	–	–	0.01%	91
2025 Q1	$241K	Hold	1,350	–	–	0.02%	90
2024 Q4	$254K	Hold	1,350	–	–	0.02%	89
2024 Q3	$240K	Hold	1,350	–	–	0.01%	96
2024 Q2	$204K	Buy	+1,350	New	+$197K	0.01%	108
2023 Q2	–	Sell	-1,350	Closed	-$161K	–	299
2023 Q1	$161K	Hold	1,350	–	–	0.01%	87
2022 Q4	$196K	Hold	1,350	–	–	0.02%	78
2022 Q3	$238K	Hold	1,350	–	–	0.02%	67
2022 Q2	$215K	Hold	1,350	–	–	0.02%	80
2022 Q1	$229K	Hold	1,350	–	–	0.02%	62
2021 Q4	$207K	Hold	1,350	–	–	0.02%	70
2021 Q3	$202K	Sell	1,350 -1,703	-56%	-$236K	0.02%	81
2021 Q2	$444K	Hold	3,053	–	–	0.04%	72
2021 Q1	$463K	Hold	3,053	–	–	0.04%	67
2020 Q4	$389K	Hold	3,053	–	–	0.04%	47
2020 Q3	$281K	Buy	3,053 +1,097	+56%	+$112K	0.03%	44
2020 Q2	$203K	Sell	1,956 -1,246	-39%	-$132K	0.02%	43
2020 Q1	$331K	Hold	3,202	–	–	0.04%	34
2019 Q4	$544K	Buy	3,202 +1,052	+49%	+$171K	0.06%	32
2019 Q3	$340K	Sell	2,150 -400	-16%	-$63K	0.04%	42
2019 Q2	$434K	Buy	2,550 +2,300	+920%	+$381K	0.05%	38
2019 Q1	$39K	Sell	250 -550	-69%	-$90.3K	﹤0.01%	95
2018 Q4	$115K	Hold	800	–	–	0.02%	59
2018 Q3	$132K	Buy	800 +550	+220%	+$95.4K	0.02%	61
2018 Q2	$43K	Buy	+250	New	+$44.8K	0.01%	49

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 $3.37T AUM 44.26% 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

Sageworth Trust's MTB Position: Q2 2026 in Review

Sageworth Trust held its M&T Bank (MTB) position steady in Q2 2026 at 1,350 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #108.

Sageworth Trust first reported a position in MTB in Q2 2018 and has held it in 29 quarters since. The position peaked at $544K in Q4 2019. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Sageworth Trust held 1,350 shares of M&T Bank worth $321K as of Q2 2026.
Sageworth Trust left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.01% of Sageworth Trust's portfolio in Q2 2026, its #108 holding.
Sageworth Trust first reported a position in M&T Bank in Q2 2018 and has held it in 29 quarters since.
Sageworth Trust's M&T Bank position peaked at $544K in Q4 2019.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.