Summit Trail Advisors’s M&T Bank MTB Stock Holding History

Summit Trail 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 Q2	$2.54M	Sell	10,675 -136	-1%	-$29.7K	0.03%	452
2026 Q1	$2.23M	Sell	10,811 -5,571	-34%	-$1.2M	0.03%	451
2025 Q4	$3.3M	Buy	16,382 +441	+3%	+$84.3K	0.06%	208
2025 Q3	$3.15M	Buy	15,941 +5,621	+54%	+$1.1M	0.04%	240
2025 Q2	$2M	Buy	10,320 +8,997	+680%	+$1.59M	0.03%	268
2025 Q1	$237K	Sell	1,323 -217	-14%	-$41.2K	0.01%	356
2024 Q4	$290K	Buy	+1,540	New	+$306K	0.01%	299
2021 Q1	–	Sell	-1,777	Closed	-$226K	–	202
2020 Q4	$226K	Sell	1,777 -151	-8%	-$17.2K	0.03%	168
2020 Q3	$222K	Buy	+1,928	New	+$197K	0.04%	188
2020 Q1	–	Sell	-1,756	Closed	-$298K	–	144
2019 Q4	$298K	Buy	+1,756	New	+$285K	0.17%	54
2019 Q1	–	Sell	-3,050	Closed	-$437K	–	120
2018 Q4	$437K	Sell	3,050 -123	-4%	-$19.7K	0.15%	63
2018 Q3	$522K	Buy	3,173 +123	+4%	+$21.3K	0.12%	98
2018 Q2	$519K	Buy	+3,050	New	+$547K	0.18%	68
2018 Q1	–	Sell	-195	Closed	-$36K	–	1214
2017 Q4	$36K	Buy	+195	New	+$32.4K	﹤0.01%	900

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

Summit Trail Advisors's MTB Position: Q2 2026 in Review

Summit Trail Advisors reduced its M&T Bank (MTB) stake by 1.3% in Q2 2026, selling an estimated $29.7K and leaving 10,675 shares worth $2.54M. The position accounts for 0.03% of the portfolio, ranked #452.

Summit Trail Advisors first reported a position in MTB in Q4 2017 and has held it in 14 quarters since. The position peaked at $3.3M in Q4 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Summit Trail Advisors held 10,675 shares of M&T Bank worth $2.54M as of Q2 2026.
Summit Trail Advisors sold 136 M&T Bank shares in Q2 2026, an estimated $29.7K.
M&T Bank made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #452 holding.
Summit Trail Advisors first reported a position in M&T Bank in Q4 2017 and has held it in 14 quarters since.
Summit Trail Advisors's M&T Bank position peaked at $3.3M in Q4 2025.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.