Smith, Moore & Co’s M&T Bank MTB Stock Holding History

Smith, Moore & 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 Q2	$223K	Buy	+938	New	+$205K	0.01%	538
2025 Q1	–	Sell	-1,350	Closed	-$254K	–	498
2024 Q4	$254K	Sell	1,350 -94	-7%	-$18.7K	0.02%	404
2024 Q3	$257K	Hold	1,444	–	–	0.02%	390
2024 Q2	$219K	Hold	1,444	–	–	0.02%	406
2024 Q1	$210K	Buy	+1,444	New	+$200K	0.02%	405
2023 Q4	–	Sell	-3,644	Closed	-$461K	–	416
2023 Q3	$461K	Hold	3,644	–	–	0.06%	254
2023 Q2	$451K	Buy	3,644 +401	+12%	+$48.5K	0.06%	260
2023 Q1	$388K	Hold	3,243	–	–	0.05%	272
2022 Q4	$470K	Hold	3,243	–	–	0.07%	238
2022 Q3	$572K	Hold	3,243	–	–	0.09%	206
2022 Q2	$517K	Buy	3,243 +793	+32%	+$133K	0.08%	221
2022 Q1	$415K	Hold	2,450	–	–	0.06%	272
2021 Q4	$376K	Buy	2,450 +250	+11%	+$38.4K	0.05%	290
2021 Q3	$329K	Hold	2,200	–	–	0.05%	297
2021 Q2	$320K	Hold	2,200	–	–	0.05%	303
2021 Q1	$334K	Hold	2,200	–	–	0.05%	277
2020 Q4	$280K	Hold	2,200	–	–	0.05%	269
2020 Q3	$203K	Hold	2,200	–	–	0.04%	305
2020 Q2	$229K	Hold	2,200	–	–	0.05%	278
2020 Q1	$228K	Hold	2,200	–	–	0.06%	256
2019 Q4	$373K	Hold	2,200	–	–	0.08%	224
2019 Q3	$348K	Hold	2,200	–	–	0.08%	223
2019 Q2	$374K	Hold	2,200	–	–	0.08%	222
2019 Q1	$345K	Hold	2,200	–	–	0.08%	224
2018 Q4	$315K	Hold	2,200	–	–	0.09%	220
2018 Q3	$362K	Hold	2,200	–	–	0.08%	226
2018 Q2	$374K	Hold	2,200	–	–	0.09%	202
2018 Q1	$406K	Hold	2,200	–	–	0.11%	181
2017 Q4	$376K	Sell	2,200 -78	-3%	-$12.9K	0.1%	193
2017 Q3	$367K	Hold	2,278	–	–	0.1%	197
2017 Q2	$369K	Hold	2,278	–	–	0.12%	168
2017 Q1	$352K	Hold	2,278	–	–	0.13%	161
2016 Q4	$356K	Hold	2,278	–	–	0.14%	148
2016 Q3	$264K	Hold	2,278	–	–	0.11%	178
2016 Q2	$269K	Hold	2,278	–	–	0.11%	166
2016 Q1	$253K	Hold	2,278	–	–	0.11%	163
2015 Q4	$276K	Buy	2,278 +78	+4%	+$9.51K	0.14%	142
2015 Q3	$268K	Hold	2,200	–	–	0.15%	128
2015 Q2	$275K	Hold	2,200	–	–	0.14%	138
2015 Q1	$279K	Hold	2,200	–	–	0.15%	131
2014 Q4	$276K	Hold	2,200	–	–	0.15%	125
2014 Q3	$271K	Hold	2,200	–	–	0.15%	118
2014 Q2	$273K	Hold	2,200	–	–	0.17%	107
2014 Q1	$267K	Hold	2,200	–	–	0.16%	117
2013 Q4	$256K	Buy	+2,200	New	+$250K	0.16%	116

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

Smith, Moore & Co's MTB Position: Q2 2026 in Review

Smith, Moore & Co opened a new position in M&T Bank (MTB) in Q2 2026: 938 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Smith, Moore & Co previously reported a position in MTB as recently as Q4 2024.

Smith, Moore & Co first reported a position in MTB in Q4 2013 and has held it in 45 quarters since. The position peaked at $572K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Smith, Moore & Co held 938 shares of M&T Bank worth $223K as of Q2 2026.
M&T Bank was a new Smith, Moore & Co position in Q2 2026.
M&T Bank made up 0.01% of Smith, Moore & Co's portfolio in Q2 2026, its #538 holding.
Smith, Moore & Co first reported a position in M&T Bank in Q4 2013 and has held it in 45 quarters since.
Smith, Moore & Co's M&T Bank position peaked at $572K in Q3 2022.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.