Verdence Capital Advisors’s M&T Bank MTB Stock Holding History

Verdence Capital Advisors’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 Q1	$1.75M	Buy	8,450 +4,969	+143%	+$1.07M	0.1%	193
2025 Q4	$701K	Buy	3,481 +1,106	+47%	+$211K	0.04%	345
2025 Q3	$434K	Buy	+2,375	New	+$466K	0.03%	493
2022 Q4	–	Sell	-1,434	Closed	-$253K	–	534
2022 Q3	$253K	Buy	+1,434	New	+$254K	0.03%	431

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

Verdence Capital Advisors's MTB Position: Q1 2026 in Review

Verdence Capital Advisors increased its M&T Bank (MTB) stake by 143% in Q1 2026, buying an estimated $1.07M and bringing the position to 8,450 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #193.

Verdence Capital Advisors first reported a position in MTB in Q3 2022 and has held it in 4 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Verdence Capital Advisors held 8,450 shares of M&T Bank worth $1.75M as of Q1 2026.
Verdence Capital Advisors bought 4,969 M&T Bank shares in Q1 2026, an estimated $1.07M.
M&T Bank made up 0.1% of Verdence Capital Advisors's portfolio in Q1 2026, its #193 holding.
Verdence Capital Advisors first reported a position in M&T Bank in Q3 2022 and has held it in 4 quarters since.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.