UBS Group’s M&T Bank MTB Stock Holding History

UBS Group’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
2024 Q2	–	Sell	-40,000	Closed	-$5.82M	–	9903
2024 Q1	$5.82M	Buy	+40,000	New	+$5.54M	﹤0.01%	2806
2023 Q4	–	Sell	-40,000	Closed	-$5.06M	–	9691
2023 Q3	$5.06M	Buy	+40,000	New	+$5.22M	﹤0.01%	2557
2023 Q1	–	Sell	-21,500	Closed	-$3.12M	–	10077
2022 Q4	$3.12M	Buy	+21,500	New	+$3.54M	﹤0.01%	2939
2022 Q2	–	Sell	-7,500	Closed	-$1.27M	–	10694
2022 Q1	$1.27M	Buy	+7,500	New	+$1.32M	﹤0.01%	3861
2017 Q4	–	Sell	-22,600	Closed	-$3.64M	–	7999
2017 Q3	$3.64M	Sell	22,600 -16,200	-42%	-$2.55M	﹤0.01%	2530
2017 Q2	$6.28M	Buy	+38,800	New	+$6.12M	﹤0.01%	1930
2017 Q1	–	Sell	-16,100	Closed	-$2.52M	–	7842
2016 Q4	$2.52M	Buy	+16,100	New	+$2.18M	﹤0.01%	2708
2015 Q4	–	Sell	-28,000	Closed	-$3.42M	–	8486
2015 Q3	$3.42M	Hold	28,000	–	–	﹤0.01%	2257
2015 Q2	$3.5M	Sell	28,000 -900	-3%	-$111K	﹤0.01%	2432
2015 Q1	$3.67M	Buy	28,900 +28,000	+3,111%	+$3.39M	﹤0.01%	2352
2014 Q4	$113K	Buy	+900	New	+$110K	﹤0.01%	5580

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

UBS Group's MTB Position: Q2 2026 in Review

UBS Group reduced its M&T Bank (MTB) stake by 5.7% in Q2 2026, selling an estimated $11.5M and leaving 868,700 shares worth $207M. The position accounts for 0.03% of the portfolio, ranked #644.

UBS Group first reported a position in MTB in Q4 2014 and has held it in 47 quarters since. The position peaked at $221M in Q1 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

UBS Group held 868,700 shares of M&T Bank worth $207M as of Q2 2026.
UBS Group sold 52,446 M&T Bank shares in Q2 2026, an estimated $11.5M.
M&T Bank made up 0.03% of UBS Group's portfolio in Q2 2026, its #644 holding.
UBS Group first reported a position in M&T Bank in Q4 2014 and has held it in 47 quarters since.
UBS Group's M&T Bank position peaked at $221M in Q1 2025.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.