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Vest Financial’s M&T Bank MTB Stock Holding History

Vest Financial’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 		$3.66M Sell
17,727
-51,102
-74% -$11M 0.04% 272
2025
Q4 		$13.9M Buy
68,829
+11,548
+20% +$2.21M 0.18% 136
2025
Q3 		$11.3M Sell
57,281
-52,751
-48% -$10.4M 0.15% 139
2025
Q2 		$21.3M Sell
110,032
-51,755
-32% -$9.13M 0.3% 117
2025
Q1 		$28.9M Sell
161,787
-11,304
-7% -$2.14M 0.45% 103
2024
Q4 		$32.5M Buy
173,091
+22,637
+15% +$4.5M 0.58% 105
2024
Q3 		$26.8M Buy
150,454
+1,869
+1% +$310K 0.52% 106
2024
Q2 		$22.5M Buy
148,585
+23,815
+19% +$3.48M 0.54% 96
2024
Q1 		$18.1M Buy
+124,770
New +$17.3M 0.48% 108

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vest Financial's MTB Position: Q1 2026 in Review

Vest Financial reduced its M&T Bank (MTB) stake by 74% in Q1 2026, selling an estimated $11M and leaving 17,727 shares worth $3.66M. The position accounts for 0.04% of the portfolio, ranked #272.

Vest Financial first reported a position in MTB in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.5M in Q4 2024. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Vest Financial held 17,727 shares of M&T Bank worth $3.66M as of Q1 2026.
  • Vest Financial sold 51,102 M&T Bank shares in Q1 2026, an estimated $11M.
  • M&T Bank made up 0.04% of Vest Financial's portfolio in Q1 2026, its #272 holding.
  • Vest Financial first reported a position in M&T Bank in Q1 2024 and has held it in 9 quarters since.
  • Vest Financial's M&T Bank position peaked at $32.5M in Q4 2024.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.