SRH Advisors’s M&T Bank MTB Stock Holding History

SRH 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	$41.3K	Hold	200	–	–	0.01%	141
2025 Q4	$40.3K	Hold	200	–	–	0.01%	139
2025 Q3	$39.5K	Hold	200	–	–	0.01%	142
2025 Q2	$38.8K	Hold	200	–	–	0.01%	139
2025 Q1	$35.8K	Hold	200	–	–	0.01%	140
2024 Q4	$37.6K	Hold	200	–	–	0.01%	135
2024 Q3	$35.6K	Hold	200	–	–	0.01%	139
2024 Q2	$30.3K	Hold	200	–	–	0.01%	148
2024 Q1	$29.1K	Hold	200	–	–	0.01%	151
2023 Q4	$27.4K	Hold	200	–	–	0.01%	148
2023 Q3	$25.3K	Hold	200	–	–	0.01%	147
2023 Q2	$23.9K	Hold	200	–	–	0.01%	145
2023 Q1	$24K	Hold	200	–	–	0.01%	146
2022 Q4	$29K	Hold	200	–	–	0.02%	142
2022 Q3	$35K	Hold	200	–	–	0.05%	132
2022 Q2	$32K	Hold	200	–	–	0.04%	137
2022 Q1	$34K	Hold	200	–	–	0.04%	148
2021 Q4	$31K	Hold	200	–	–	0.04%	148
2021 Q3	$30K	Hold	200	–	–	0.04%	148
2021 Q2	$29K	Hold	200	–	–	0.04%	149
2021 Q1	$30K	Hold	200	–	–	0.04%	138
2020 Q4	$25K	Buy	200 +187	+1,438%	+$21.3K	0.04%	146
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	291
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	274
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	264
2019 Q4	$2K	Hold	13	–	–	0.01%	246
2019 Q3	$2K	Hold	13	–	–	0.01%	248
2019 Q2	$2K	Hold	13	–	–	0.01%	250
2019 Q1	$2K	Hold	13	–	–	0.01%	242
2018 Q4	$2K	Hold	13	–	–	0.01%	243
2018 Q3	$2K	Hold	13	–	–	0.01%	266
2018 Q2	$2K	Hold	13	–	–	0.01%	252
2018 Q1	$2K	Hold	13	–	–	0.01%	220
2017 Q4	$2K	Hold	13	–	–	0.01%	208
2017 Q3	$2K	Hold	13	–	–	0.01%	217
2017 Q2	$2K	Hold	13	–	–	0.01%	191
2017 Q1	$2K	Hold	13	–	–	0.01%	190
2016 Q4	$2K	Hold	13	–	–	0.01%	192
2016 Q3	$2K	Hold	13	–	–	0.01%	189
2016 Q2	$2K	Hold	13	–	–	0.01%	186
2016 Q1	$1K	Hold	13	–	–	0.01%	225
2015 Q4	$2K	Hold	13	–	–	0.01%	185
2015 Q3	$2K	Hold	13	–	–	0.01%	192
2015 Q2	$2K	Hold	13	–	–	0.01%	191
2015 Q1	$2K	Hold	13	–	–	0.01%	180
2014 Q4	$2K	Hold	13	–	–	0.01%	180
2014 Q3	$2K	Buy	+13	New	+$1.6K	0.02%	164

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

SRH Advisors's MTB Position: Q1 2026 in Review

SRH Advisors held its M&T Bank (MTB) position steady in Q1 2026 at 200 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #141.

SRH Advisors first reported a position in MTB in Q3 2014 and has held it in 47 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

SRH Advisors held 200 shares of M&T Bank worth $41.3K as of Q1 2026.
SRH Advisors left its M&T Bank share count unchanged in Q1 2026.
M&T Bank made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #141 holding.
SRH Advisors first reported a position in M&T Bank in Q3 2014 and has held it in 47 quarters since.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.