SS
MTB icon

Sunbelt Securities’s M&T Bank MTB Stock Holding History

Sunbelt Securities’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 		$324K Sell
1,570
-50
-3% -$10.8K 0.02% 513
2025
Q4 		$326K Buy
1,620
+1
+0.1% +$191 0.02% 512
2025
Q3 		$320K Buy
1,619
+188
+13% +$36.9K 0.02% 511
2025
Q2 		$269K Sell
1,431
-160
-10% -$28.2K 0.02% 510
2025
Q1 		$284K Buy
1,591
+160
+11% +$30.3K 0.03% 467
2024
Q4 		$270K Sell
1,431
-112
-7% -$22.3K 0.02% 511
2024
Q3 		$275K Hold
1,543
– – 0.03% 508
2024
Q2 		$234K Hold
1,543
– – 0.02% 516
2024
Q1 		$224K Buy
1,543
+1,302
+540% +$180K 0.03% 506
2023
Q4 		$33K Sell
241
-99
-29% -$12.4K ﹤0.01% 900
2023
Q3 		$43.1K Buy
340
+100
+42% +$13K 0.01% 843
2023
Q2 		$29.7K Buy
240
+12
+5% +$1.45K ﹤0.01% 914
2023
Q1 		$27.3K Buy
+228
New +$33.1K ﹤0.01% 880

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sunbelt Securities's MTB Position: Q1 2026 in Review

Sunbelt Securities reduced its M&T Bank (MTB) stake by 3.1% in Q1 2026, selling an estimated $10.8K and leaving 1,570 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #513.

Sunbelt Securities first reported a position in MTB in Q1 2023 and has held it in 13 quarters since. The position peaked at $326K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Sunbelt Securities held 1,570 shares of M&T Bank worth $324K as of Q1 2026.
  • Sunbelt Securities sold 50 M&T Bank shares in Q1 2026, an estimated $10.8K.
  • M&T Bank made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #513 holding.
  • Sunbelt Securities first reported a position in M&T Bank in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's M&T Bank position peaked at $326K in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.