Valley National Advisers’s M&T Bank MTB Stock Holding History

Valley National Advisers’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	$1.51K	Buy	6 +1	+20%	+$219	﹤0.01%	834
2026 Q1	$1K	Hold	5	–	–	﹤0.01%	837
2025 Q4	$1K	Hold	5	–	–	﹤0.01%	871
2025 Q3	$1K	Hold	5	–	–	﹤0.01%	802
2025 Q2	$1K	Sell	5 -102	-95%	-$18K	﹤0.01%	780
2025 Q1	$19K	Buy	+107	New	+$20.3K	﹤0.01%	491
2024 Q3	–	Sell	-68	Closed	-$10K	–	1000
2024 Q2	$10K	Sell	68 -41	-38%	-$5.99K	﹤0.01%	619
2024 Q1	$15K	Sell	109 -17	-13%	-$2.35K	﹤0.01%	571
2023 Q4	$17K	Buy	126 +39	+45%	+$4.9K	﹤0.01%	567
2023 Q3	$11K	Buy	87 +15	+21%	+$1.96K	﹤0.01%	586
2023 Q2	$9K	Hold	72	–	–	﹤0.01%	621
2023 Q1	$9K	Buy	72 +51	+243%	+$7.4K	﹤0.01%	608
2022 Q4	$3K	Hold	21	–	–	﹤0.01%	713
2022 Q3	$4K	Buy	21 +4	+24%	+$708	﹤0.01%	713
2022 Q2	$3K	Hold	17	–	–	﹤0.01%	723
2022 Q1	$3K	Hold	17	–	–	﹤0.01%	754
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	750
2021 Q3	$3K	Hold	17	–	–	﹤0.01%	730
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	790
2021 Q1	$3K	Hold	17	–	–	﹤0.01%	698
2020 Q4	$2K	Hold	17	–	–	﹤0.01%	698
2020 Q3	$2K	Hold	17	–	–	﹤0.01%	661
2020 Q2	$2K	Hold	17	–	–	﹤0.01%	670
2020 Q1	$2K	Hold	17	–	–	﹤0.01%	642
2019 Q4	$3K	Hold	17	–	–	﹤0.01%	655
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	639
2019 Q2	$3K	Hold	17	–	–	﹤0.01%	607
2019 Q1	$3K	Hold	17	–	–	﹤0.01%	605
2018 Q4	$2K	Buy	+17	New	+$2.72K	﹤0.01%	650
2018 Q1	–	Sell	-41	Closed	-$7K	–	677
2017 Q4	$7K	Buy	+41	New	+$6.8K	﹤0.01%	448

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

Valley National Advisers's MTB Position: Q2 2026 in Review

Valley National Advisers increased its M&T Bank (MTB) stake by 20% in Q2 2026, buying an estimated $219 and bringing the position to 6 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Valley National Advisers first reported a position in MTB in Q4 2017 and has held it in 30 quarters since. The position peaked at $19K in Q1 2025. 1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Valley National Advisers held 6 shares of M&T Bank worth $1.51K as of Q2 2026.
Valley National Advisers bought 1 M&T Bank share in Q2 2026, an estimated $219.
M&T Bank made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #834 holding.
Valley National Advisers first reported a position in M&T Bank in Q4 2017 and has held it in 30 quarters since.
Valley National Advisers's M&T Bank position peaked at $19K in Q1 2025.
1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.