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 Q3	$294K	Hold	1,350	–	–	0.01%	102
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 $6.79T 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

Sageworth Trust's MTB Position: Q3 2026 in Review

Sageworth Trust held its M&T Bank (MTB) position steady in Q3 2026 at 1,350 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #102.

Sageworth Trust first reported a position in MTB in Q2 2018 and has held it in 30 quarters since. The position peaked at $544K in Q4 2019. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Sageworth Trust held 1,350 shares of M&T Bank worth $294K as of Q3 2026.
Sageworth Trust left its M&T Bank share count unchanged in Q3 2026.
M&T Bank made up 0.01% of Sageworth Trust's portfolio in Q3 2026, its #102 holding.
Sageworth Trust first reported a position in M&T Bank in Q2 2018 and has held it in 30 quarters since.
Sageworth Trust's M&T Bank position peaked at $544K in Q4 2019.
995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Sageworth Trust's 13F filing for Q3 2026, filed 30 Oct 2026.