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Saranac Partners’s M&T Bank MTB Stock Holding History

Saranac Partners’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
Q1 		– Sell
-4,050
Closed -$816K – 108
2025
Q4 		$816K Buy
+4,050
New +$774K 0.32% 44
2025
Q2 		– Sell
-1,320
Closed -$236K – 77
2025
Q1 		$236K Hold
1,320
– – 0.13% 68
2024
Q4 		$248K Buy
+1,320
New +$262K 0.14% 67
2024
Q2 		– Sell
-19,367
Closed -$2.82M – 82
2024
Q1 		$2.82M Sell
19,367
-747
-4% -$103K 1.72% 28
2023
Q4 		$2.76M Sell
20,114
-19,928
-50% -$2.5M 1.82% 29
2023
Q3 		$5.06M Sell
40,042
-1,250
-3% -$163K 2.85% 19
2023
Q2 		$5.11M Buy
41,292
+5,525
+15% +$668K 2.71% 21
2023
Q1 		$4.28M Buy
35,767
+24,107
+207% +$3.5M 2.52% 23
2022
Q4 		$1.69M Buy
+11,660
New +$1.92M 3.07% 18

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Saranac Partners's MTB Position: Q1 2026 in Review

Saranac Partners sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 4,050 shares — an estimated $816K sold.

Saranac Partners first reported a position in MTB in Q4 2022 and held it in 9 quarters. The position peaked at $5.11M in Q2 2023. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Saranac Partners reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • Saranac Partners sold 4,050 M&T Bank shares in Q1 2026, an estimated $816K.
  • Saranac Partners first reported a position in M&T Bank in Q4 2022 and held it in 9 quarters.
  • Saranac Partners's M&T Bank position peaked at $5.11M in Q2 2023.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.