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 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 $6.73T 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

USA Financial Formulas's MTB Position: Q2 2026 in Review

USA Financial Formulas opened a new position in M&T Bank (MTB) in Q2 2026: 53 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in MTB as recently as Q1 2025.

USA Financial Formulas first reported a position in MTB in Q1 2018 and has held it in 7 quarters since. The position peaked at $1.17M in Q3 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

USA Financial Formulas held 53 shares of M&T Bank worth $12.6K as of Q2 2026.
M&T Bank was a new USA Financial Formulas position in Q2 2026.
M&T Bank made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #349 holding.
USA Financial Formulas first reported a position in M&T Bank in Q1 2018 and has held it in 7 quarters since.
USA Financial Formulas's M&T Bank position peaked at $1.17M in Q3 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.