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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
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

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

Seneca House Advisors's MTB Position: Q1 2026 in Review

Seneca House Advisors sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1,430 shares — an estimated $288K sold.

Seneca House Advisors first reported a position in MTB in Q3 2024 and held it in 6 quarters. The position peaked at $366K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Seneca House Advisors reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • Seneca House Advisors sold 1,430 M&T Bank shares in Q1 2026, an estimated $288K.
  • Seneca House Advisors first reported a position in M&T Bank in Q3 2024 and held it in 6 quarters.
  • Seneca House Advisors's M&T Bank position peaked at $366K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Seneca House Advisors's 13F filing for Q1 2026, filed 1 May 2026.