Stephens Inc’s M&T Bank MTB Stock Holding History

Stephens Inc’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	$225K	Buy	+944	New	+$206K	﹤0.01%	1188
2025 Q4	–	Sell	-1,396	Closed	-$276K	–	1356
2025 Q3	$276K	Buy	+1,396	New	+$274K	﹤0.01%	1083
2025 Q1	–	Sell	-1,161	Closed	-$218K	–	1288
2024 Q4	$218K	Sell	1,161 -51	-4%	-$10.1K	﹤0.01%	1139
2024 Q3	$216K	Sell	1,212 -200	-14%	-$33.2K	﹤0.01%	1169
2024 Q2	$214K	Buy	+1,412	New	+$206K	﹤0.01%	1134
2023 Q1	–	Sell	-1,482	Closed	-$215K	–	1228
2022 Q4	$215K	Sell	1,482 -4,168	-74%	-$685K	﹤0.01%	982
2022 Q3	$996K	Buy	5,650 +307	+6%	+$54.3K	0.02%	523
2022 Q2	$852K	Buy	+5,343	New	+$898K	0.02%	569
2022 Q1	–	Sell	-1,442	Closed	-$221K	–	1367
2021 Q4	$221K	Buy	+1,442	New	+$221K	﹤0.01%	1165
2018 Q3	–	Sell	-3,085	Closed	-$525K	–	1172
2018 Q2	$525K	Buy	3,085 +206	+7%	+$36.9K	0.02%	594
2018 Q1	$531K	Buy	2,879 +511	+22%	+$95.3K	0.02%	494
2017 Q4	$405K	Buy	2,368 +838	+55%	+$139K	0.02%	518
2017 Q3	$246K	Buy	+1,530	New	+$240K	0.01%	619

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

Stephens Inc's MTB Position: Q2 2026 in Review

Stephens Inc opened a new position in M&T Bank (MTB) in Q2 2026: 944 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: Stephens Inc previously reported a position in MTB as recently as Q3 2025.

Stephens Inc first reported a position in MTB in Q3 2017 and has held it in 13 quarters since. The position peaked at $996K in Q3 2022. 1,155 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Stephens Inc held 944 shares of M&T Bank worth $225K as of Q2 2026.
M&T Bank was a new Stephens Inc position in Q2 2026.
M&T Bank made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1188 holding.
Stephens Inc first reported a position in M&T Bank in Q3 2017 and has held it in 13 quarters since.
Stephens Inc's M&T Bank position peaked at $996K in Q3 2022.
1,155 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.