USA Financial Formulas’s M&T Bank MTB Stock Holding History

USA Financial Formulas’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 Q3	$191K	Buy	880 +827	+1,560%	+$199K	0.04%	134
2026 Q2	$12.6K	Buy	+53	New	+$11.6K	﹤0.01%	349
2025 Q2	–	Sell	-1,288	Closed	-$230K	–	324
2025 Q1	$230K	Sell	1,288 -4,531	-78%	-$859K	0.04%	123
2024 Q4	$1.09M	Sell	5,819 -765	-12%	-$152K	0.17%	59
2024 Q3	$1.17M	Buy	+6,584	New	+$1.09M	0.18%	51
2022 Q3	–	Sell	-5,081	Closed	-$810K	–	372
2022 Q2	$810K	Buy	+5,081	New	+$854K	1.01%	39
2018 Q3	–	Sell	-2,055	Closed	-$379K	–	352
2018 Q2	$379K	Sell	2,055 -17	-0.8%	-$3.05K	0.09%	200
2018 Q1	$382K	Buy	+2,072	New	+$386K	0.09%	198

Other funds holding MTB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

USA Financial Formulas's MTB Position: Q3 2026 in Review

USA Financial Formulas increased its M&T Bank (MTB) stake by 1,560% in Q3 2026, buying an estimated $199K and bringing the position to 880 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #134.

USA Financial Formulas first reported a position in MTB in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2024. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

USA Financial Formulas held 880 shares of M&T Bank worth $191K as of Q3 2026.
USA Financial Formulas bought 827 M&T Bank shares in Q3 2026, an estimated $199K.
M&T Bank made up 0.04% of USA Financial Formulas's portfolio in Q3 2026, its #134 holding.
USA Financial Formulas first reported a position in M&T Bank in Q1 2018 and has held it in 8 quarters since.
USA Financial Formulas's M&T Bank position peaked at $1.17M in Q3 2024.
995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.