Seneca House Advisors’s M&T Bank MTB Stock Holding History

Seneca House Advisors’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	$221K	Buy	+930	New	+$203K	0.08%	96
2026 Q1	–	Sell	-1,430	Closed	-$288K	–	102
2025 Q4	$288K	Sell	1,430 -421	-23%	-$80.4K	0.11%	86
2025 Q3	$366K	Buy	1,851 +99	+6%	+$19.4K	0.15%	70
2025 Q2	$340K	Buy	1,752 +232	+15%	+$40.9K	0.14%	67
2025 Q1	$272K	Sell	1,520 -406	-21%	-$77K	0.12%	74
2024 Q4	$362K	Buy	1,926 +2	+0.1%	+$398	0.14%	70
2024 Q3	$343K	Buy	+1,924	New	+$319K	0.14%	66

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

Seneca House Advisors's MTB Position: Q2 2026 in Review

Seneca House Advisors opened a new position in M&T Bank (MTB) in Q2 2026: 930 shares worth $221K. The stake represents 0.08% of the portfolio and ranks #96 among its holdings. This is a return to the name: Seneca House Advisors previously reported a position in MTB as recently as Q4 2025.

Seneca House Advisors first reported a position in MTB in Q3 2024 and has held it in 7 quarters since. The position peaked at $366K in Q3 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Seneca House Advisors held 930 shares of M&T Bank worth $221K as of Q2 2026.
M&T Bank was a new Seneca House Advisors position in Q2 2026.
M&T Bank made up 0.08% of Seneca House Advisors's portfolio in Q2 2026, its #96 holding.
Seneca House Advisors first reported a position in M&T Bank in Q3 2024 and has held it in 7 quarters since.
Seneca House Advisors's M&T Bank position peaked at $366K in Q3 2025.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.