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 Q2	$2.07M	Buy	8,679 +229	+3%	+$50.1K	0.11%	168
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

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

Verdence Capital Advisors's MTB Position: Q2 2026 in Review

Verdence Capital Advisors increased its M&T Bank (MTB) stake by 2.7% in Q2 2026, buying an estimated $50.1K and bringing the position to 8,679 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #168.

Verdence Capital Advisors first reported a position in MTB in Q3 2022 and has held it in 5 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Verdence Capital Advisors held 8,679 shares of M&T Bank worth $2.07M as of Q2 2026.
Verdence Capital Advisors bought 229 M&T Bank shares in Q2 2026, an estimated $50.1K.
M&T Bank made up 0.11% of Verdence Capital Advisors's portfolio in Q2 2026, its #168 holding.
Verdence Capital Advisors first reported a position in M&T Bank in Q3 2022 and has held it in 5 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.