Tortoise Investment Management’s M&T Bank MTB Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-10	Closed	-$1.98K	–	979
2025 Q3	$1.98K	Buy	10 +4	+67%	+$785	﹤0.01%	874
2025 Q2	$1.16K	Buy	+6	New	+$1.06K	﹤0.01%	931
2020 Q2	–	Sell	-250	Closed	-$26K	–	537
2020 Q1	$26K	Sell	250 -500	-67%	-$73.6K	0.01%	270
2019 Q4	$127K	Hold	750	–	–	0.03%	172
2019 Q3	$118K	Hold	750	–	–	0.03%	170
2019 Q2	$128K	Hold	750	–	–	0.03%	173
2019 Q1	$118K	Hold	750	–	–	0.03%	177
2018 Q4	$107K	Sell	750 -225	-23%	-$36K	0.03%	175
2018 Q3	$160K	Hold	975	–	–	0.04%	155
2018 Q2	$166K	Hold	975	–	–	0.05%	150
2018 Q1	$180K	Hold	975	–	–	0.05%	138
2017 Q4	$167K	Hold	975	–	–	0.05%	145
2017 Q3	$157K	Buy	+975	New	+$153K	0.05%	143

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's MTB Position: Q4 2025 in Review

Tortoise Investment Management sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 10 shares — an estimated $1.98K sold.

Tortoise Investment Management first reported a position in MTB in Q3 2017 and held it in 13 quarters. The position peaked at $180K in Q1 2018. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

Tortoise Investment Management reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 10 M&T Bank shares in Q4 2025, an estimated $1.98K.
Tortoise Investment Management first reported a position in M&T Bank in Q3 2017 and held it in 13 quarters.
Tortoise Investment Management's M&T Bank position peaked at $180K in Q1 2018.
1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.