Waverly Advisors’s M&T Bank MTB Stock Holding History

Waverly 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	$452K	Sell	1,897 -5	-0.3%	-$1.09K	﹤0.01%	1223
2026 Q1	$393K	Sell	1,902 -88	-4%	-$18.9K	﹤0.01%	1195
2025 Q4	$401K	Buy	1,990 +290	+17%	+$55.4K	﹤0.01%	1097
2025 Q3	$336K	Buy	1,700 +12	+0.7%	+$2.35K	﹤0.01%	993
2025 Q2	$327K	Sell	1,688 -5	-0.3%	-$882	﹤0.01%	936
2025 Q1	$303K	Buy	1,693 +34	+2%	+$6.45K	﹤0.01%	919
2024 Q4	$312K	Buy	+1,659	New	+$330K	﹤0.01%	811
2023 Q1	–	Sell	-1,544	Closed	-$224K	–	304
2022 Q4	$224K	Buy	1,544 +292	+23%	+$48K	0.01%	258
2022 Q3	$221K	Sell	1,252 -34	-3%	-$6.02K	0.02%	223
2022 Q2	$205K	Buy	+1,286	New	+$216K	0.02%	198
2022 Q1	–	Sell	-1,429	Closed	-$260K	–	210
2021 Q4	$260K	Buy	+1,429	New	+$219K	0.02%	174
2018 Q1	–	Sell	-310	Closed	-$53K	–	298
2017 Q4	$53K	Buy	+310	New	+$51.4K	0.01%	251
2014 Q4	–	Sell	-43	Closed	-$5K	–	580
2014 Q3	$5K	Hold	43	–	–	﹤0.01%	628
2014 Q2	$5K	Hold	43	–	–	﹤0.01%	588
2014 Q1	$5K	Hold	43	–	–	﹤0.01%	554
2013 Q4	$5K	Buy	+43	New	+$4.89K	﹤0.01%	675

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 $3.38T AUM 44.17% 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

Waverly Advisors's MTB Position: Q2 2026 in Review

Waverly Advisors reduced its M&T Bank (MTB) stake by 0.26% in Q2 2026, selling an estimated $1.09K and leaving 1,897 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Waverly Advisors first reported a position in MTB in Q4 2013 and has held it in 16 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Waverly Advisors held 1,897 shares of M&T Bank worth $452K as of Q2 2026.
Waverly Advisors sold 5 M&T Bank shares in Q2 2026, an estimated $1.09K.
M&T Bank made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1223 holding.
Waverly Advisors first reported a position in M&T Bank in Q4 2013 and has held it in 16 quarters since.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.