SJS Investment Consulting’s M&T Bank MTB Stock Holding History

SJS Investment Consulting’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	$9.1K	Buy	44 +3	+7%	+$646	﹤0.01%	868
2025 Q4	$8.26K	Sell	41 -63	-61%	-$12K	﹤0.01%	828
2025 Q3	$20.6K	Buy	104 +98	+1,633%	+$19.2K	﹤0.01%	519
2025 Q2	$1.16K	Sell	6 -4	-40%	-$706	﹤0.01%	771
2025 Q1	$1.79K	Sell	10 -1	-9%	-$190	﹤0.01%	775
2024 Q4	$2.07K	Sell	11 -1	-8%	-$199	﹤0.01%	686
2024 Q3	$2.14K	Hold	12	–	–	﹤0.01%	758
2024 Q2	$1.82K	Hold	12	–	–	﹤0.01%	767
2024 Q1	$1.75K	Buy	12 +4	+50%	+$554	﹤0.01%	808
2023 Q4	$1.1K	Sell	8 -5	-38%	-$628	﹤0.01%	918
2023 Q3	$1.64K	Buy	13 +2	+18%	+$261	﹤0.01%	713
2023 Q2	$1.36K	Buy	11 +1	+10%	+$121	﹤0.01%	764
2023 Q1	$1.2K	Sell	10 -2	-17%	-$290	﹤0.01%	820
2022 Q4	$1.74K	Buy	12 +5	+71%	+$822	﹤0.01%	688
2022 Q3	$1K	Buy	+7	New	+$1.24K	﹤0.01%	829
2022 Q1	$0	Buy	+2	New	+$353	﹤0.01%	1113

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SJS Investment Consulting's MTB Position: Q1 2026 in Review

SJS Investment Consulting increased its M&T Bank (MTB) stake by 7.3% in Q1 2026, buying an estimated $646 and bringing the position to 44 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

SJS Investment Consulting first reported a position in MTB in Q1 2022 and has held it in 16 quarters since. The position peaked at $20.6K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

SJS Investment Consulting held 44 shares of M&T Bank worth $9.1K as of Q1 2026.
SJS Investment Consulting bought 3 M&T Bank shares in Q1 2026, an estimated $646.
M&T Bank made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #868 holding.
SJS Investment Consulting first reported a position in M&T Bank in Q1 2022 and has held it in 16 quarters since.
SJS Investment Consulting's M&T Bank position peaked at $20.6K in Q3 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.