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Virtus Investment Advisers’s M&T Bank MTB Stock Holding History

Virtus Investment 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
2025
Q4 		– Sell
-9,440
Closed -$1.87M – 519
2025
Q3 		$1.87M Buy
9,440
+1,161
+14% +$228K 0.53% 70
2025
Q2 		$1.61M Buy
8,279
+1,169
+16% +$206K 0.54% 46
2025
Q1 		$1.27M Buy
+7,110
New +$1.35M 0.35% 86
2018
Q1 		– Sell
-7,105
Closed -$1.22M – 299
2017
Q4 		$1.22M Sell
7,105
-425
-6% -$70.5K 0.13% 190
2017
Q3 		$1.21M Sell
7,530
-711
-9% -$112K 0.13% 196
2017
Q2 		$1.33M Sell
8,241
-1,658
-17% -$262K 0.13% 194
2017
Q1 		$1.53M Sell
9,899
-3,378
-25% -$547K 0.14% 193
2016
Q4 		$2.08M Buy
13,277
+11,989
+931% +$1.62M 0.16% 178
2016
Q3 		$150K Buy
+1,288
New +$150K 0.01% 463

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtus Investment Advisers's MTB Position: Q4 2025 in Review

Virtus Investment Advisers sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 9,440 shares — an estimated $1.87M sold.

Virtus Investment Advisers first reported a position in MTB in Q3 2016 and held it in 9 quarters. The position peaked at $2.08M in Q4 2016. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Virtus Investment Advisers reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 9,440 M&T Bank shares in Q4 2025, an estimated $1.87M.
  • Virtus Investment Advisers first reported a position in M&T Bank in Q3 2016 and held it in 9 quarters.
  • Virtus Investment Advisers's M&T Bank position peaked at $2.08M in Q4 2016.
  • 1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.