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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's MTB Position: Q1 2026 in Review

UBS Group reduced its M&T Bank (MTB) stake by 14% in Q1 2026, selling an estimated $31.3M and leaving 921,146 shares worth $190M. The position accounts for 0.03% of the portfolio, ranked #641.

UBS Group first reported a position in MTB in Q4 2014 and has held it in 46 quarters since. The position peaked at $221M in Q1 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

UBS Group held 921,146 shares of M&T Bank worth $190M as of Q1 2026.
UBS Group sold 145,604 M&T Bank shares in Q1 2026, an estimated $31.3M.
M&T Bank made up 0.03% of UBS Group's portfolio in Q1 2026, its #641 holding.
UBS Group first reported a position in M&T Bank in Q4 2014 and has held it in 46 quarters since.
UBS Group's M&T Bank position peaked at $221M in Q1 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.