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Umpqua Bank’s M&T Bank MTB Stock Holding History

Umpqua Bank’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 		$511K Buy
2,149
+35
+2% +$7.65K 0.11% 119
2026
Q1 		$437K Buy
2,114
+4
+0.2% +$861 0.12% 120
2025
Q4 		$425K Sell
2,110
-163
-7% -$31.1K 0.12% 118
2025
Q3 		$421K Buy
2,273
+14
+0.6% +$2.75K 0.12% 120
2025
Q2 		$454K Buy
2,259
+475
+27% +$83.8K 0.14% 118
2025
Q1 		$319K Buy
1,784
+106
+6% +$20.1K 0.11% 123
2024
Q4 		$327K Buy
1,678
+168
+11% +$33.4K 0.11% 119
2024
Q3 		$269K Buy
1,510
+50
+3% +$8.29K 0.1% 134
2024
Q2 		$221K Buy
1,460
+73
+5% +$10.7K 0.09% 139
2024
Q1 		$202K Buy
+1,387
New +$192K 0.08% 144

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Umpqua Bank's MTB Position: Q2 2026 in Review

Umpqua Bank increased its M&T Bank (MTB) stake by 1.7% in Q2 2026, buying an estimated $7.65K and bringing the position to 2,149 shares worth $511K. The position accounts for 0.11% of the portfolio, ranked #119.

Umpqua Bank first reported a position in MTB in Q1 2024 and has held it in 10 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Umpqua Bank held 2,149 shares of M&T Bank worth $511K as of Q2 2026.
  • Umpqua Bank bought 35 M&T Bank shares in Q2 2026, an estimated $7.65K.
  • M&T Bank made up 0.11% of Umpqua Bank's portfolio in Q2 2026, its #119 holding.
  • Umpqua Bank first reported a position in M&T Bank in Q1 2024 and has held it in 10 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.