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Shufro Rose & Co’s M&T Bank MTB Stock Holding History

Shufro Rose & Co’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 		$328K Hold
1,585
– – 0.02% 230
2025
Q4 		$319K Buy
1,585
+259
+20% +$49.5K 0.02% 226
2025
Q3 		$237K Hold
1,326
– – 0.02% 265
2025
Q2 		$237K Sell
1,326
-259
-16% -$45.7K 0.02% 262
2025
Q1 		$283K Hold
1,585
– – 0.02% 245
2024
Q4 		$298K Sell
1,585
-50
-3% -$9.94K 0.02% 228
2024
Q3 		$247K Hold
1,635
– – 0.02% 261
2024
Q2 		$247K Hold
1,635
– – 0.02% 261
2024
Q1 		$238K Sell
1,635
-499
-23% -$69.1K 0.02% 255
2023
Q4 		$270K Hold
2,134
– – 0.03% 231
2023
Q3 		$270K Hold
2,134
– – 0.03% 230
2023
Q2 		$264K Buy
+2,134
New +$258K 0.02% 242
2023
Q1 		– Sell
-2,334
Closed -$339K – 339
2022
Q4 		$339K Buy
2,334
+175
+8% +$28.8K 0.03% 217
2022
Q3 		$381K Hold
2,159
– – 0.04% 194
2022
Q2 		$344K Hold
2,159
– – 0.03% 210
2022
Q1 		$366K Sell
2,159
-100
-4% -$17.6K 0.03% 216
2021
Q4 		$347K Sell
2,259
-200
-8% -$30.7K 0.03% 215
2021
Q3 		$367K Sell
2,459
-327
-12% -$45.3K 0.03% 201
2021
Q2 		$405K Hold
2,786
– – 0.03% 194
2021
Q1 		$422K Hold
2,786
– – 0.03% 175
2020
Q4 		$355K Sell
2,786
-523
-16% -$59.6K 0.03% 191
2020
Q3 		$305K Sell
3,309
-241
-7% -$24.6K 0.03% 211
2020
Q2 		$369K Hold
3,550
– – 0.04% 187
2020
Q1 		$367K Hold
3,550
– – 0.04% 175
2019
Q4 		$603K Sell
3,550
-382
-10% -$62K 0.05% 151
2019
Q3 		$621K Sell
3,932
-200
-5% -$31.5K 0.06% 142
2019
Q2 		$703K Hold
4,132
– – 0.07% 136
2019
Q1 		$649K Hold
4,132
– – 0.07% 143
2018
Q4 		$591K Sell
4,132
-693
-14% -$111K 0.07% 150
2018
Q3 		$794K Sell
4,825
-800
-14% -$139K 0.07% 140
2018
Q2 		$957K Sell
5,625
-150
-3% -$26.9K 0.09% 124
2018
Q1 		$1.06M Sell
5,775
-100
-2% -$18.6K 0.11% 115
2017
Q4 		$1M Sell
5,875
-238
-4% -$39.5K 0.1% 119
2017
Q3 		$984K Sell
6,113
-400
-6% -$62.9K 0.1% 123
2017
Q2 		$1.05M Hold
6,513
– – 0.11% 113
2017
Q1 		$1.01M Sell
6,513
-16,650
-72% -$2.69M 0.11% 118
2016
Q4 		$3.62M Sell
23,163
-26,785
-54% -$3.62M 0.4% 60
2016
Q3 		$5.8M Sell
49,948
-162
-0.3% -$18.8K 0.65% 47
2016
Q2 		$5.92M Sell
50,110
-800
-2% -$92.8K 0.66% 52
2016
Q1 		$5.65M Buy
50,910
+42,040
+474% +$4.56M 0.63% 53
2015
Q4 		$1.07M Sell
8,870
-104
-1% -$12.7K 0.12% 108
2015
Q3 		$1.09M Sell
8,974
-100
-1% -$12.5K 0.13% 104
2015
Q2 		$1.13M Sell
9,074
-500
-5% -$61.6K 0.12% 109
2015
Q1 		$1.22M Hold
9,574
– – 0.13% 107
2014
Q4 		$1.2M Sell
9,574
-110
-1% -$13.5K 0.12% 110
2014
Q3 		$1.19M Sell
9,684
-95
-1% -$11.7K 0.12% 110
2014
Q2 		$1.21M Sell
9,779
-123
-1% -$15K 0.12% 104
2014
Q1 		$1.2M Hold
9,902
– – 0.13% 102
2013
Q4 		$1.15M Sell
9,902
-120
-1% -$13.6K 0.12% 101
2013
Q3 		$1.12M Hold
10,022
– – 0.13% 96
2013
Q2 		$1.12M Buy
+10,022
New +$1.03M 0.13% 95

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

Shufro Rose & Co's MTB Position: Q1 2026 in Review

Shufro Rose & Co held its M&T Bank (MTB) position steady in Q1 2026 at 1,585 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #230.

Shufro Rose & Co first reported a position in MTB in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.92M in Q2 2016. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Shufro Rose & Co held 1,585 shares of M&T Bank worth $328K as of Q1 2026.
  • Shufro Rose & Co left its M&T Bank share count unchanged in Q1 2026.
  • M&T Bank made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #230 holding.
  • Shufro Rose & Co first reported a position in M&T Bank in Q2 2013 and has held it in 51 quarters since.
  • Shufro Rose & Co's M&T Bank position peaked at $5.92M in Q2 2016.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.