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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
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

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

Waverly Advisors's MTB Position: Q1 2026 in Review

Waverly Advisors reduced its M&T Bank (MTB) stake by 4.4% in Q1 2026, selling an estimated $18.9K and leaving 1,902 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Waverly Advisors first reported a position in MTB in Q4 2013 and has held it in 15 quarters since. The position peaked at $401K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Waverly Advisors held 1,902 shares of M&T Bank worth $393K as of Q1 2026.
  • Waverly Advisors sold 88 M&T Bank shares in Q1 2026, an estimated $18.9K.
  • M&T Bank made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1195 holding.
  • Waverly Advisors first reported a position in M&T Bank in Q4 2013 and has held it in 15 quarters since.
  • Waverly Advisors's M&T Bank position peaked at $401K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.