Wellington Management Group
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Wellington Management Group’s M&T Bank MTB Stock Holding History

Wellington Management Group’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 		$2.06B Sell
9,952,312
-208,096
-2% -$44.8M 0.38% 51
2025
Q4 		$2.05B Sell
10,160,408
-75,658
-0.7% -$14.5M 0.36% 60
2025
Q3 		$2.02B Buy
10,236,066
+276,453
+3% +$54.2M 0.35% 62
2025
Q2 		$1.93B Buy
9,959,613
+65,548
+0.7% +$11.6M 0.35% 72
2025
Q1 		$1.77B Buy
9,894,065
+2,460,315
+33% +$467M 0.34% 73
2024
Q4 		$1.4B Sell
7,433,750
-2,560,086
-26% -$509M 0.26% 91
2024
Q3 		$1.78B Sell
9,993,836
-1,458,128
-13% -$242M 0.31% 82
2024
Q2 		$1.73B Sell
11,451,964
-972,916
-8% -$142M 0.31% 76
2024
Q1 		$1.81B Sell
12,424,880
-916,239
-7% -$127M 0.32% 76
2023
Q4 		$1.83B Sell
13,341,119
-868,122
-6% -$109M 0.34% 71
2023
Q3 		$1.8B Sell
14,209,241
-667,639
-4% -$87.1M 0.36% 66
2023
Q2 		$1.84B Sell
14,876,880
-276,421
-2% -$33.4M 0.35% 67
2023
Q1 		$1.81B Buy
15,153,301
+3,945,773
+35% +$573M 0.36% 71
2022
Q4 		$1.63B Buy
11,207,528
+923,780
+9% +$152M 0.33% 75
2022
Q3 		$1.81B Buy
10,283,748
+53,902
+0.5% +$9.54M 0.39% 66
2022
Q2 		$1.63B Buy
10,229,846
+1,617,379
+19% +$272M 0.33% 74
2022
Q1 		$1.46B Buy
8,612,467
+777,422
+10% +$137M 0.25% 94
2021
Q4 		$1.2B Buy
7,835,045
+615,210
+9% +$94.5M 0.19% 121
2021
Q3 		$1.08B Buy
7,219,835
+648,872
+10% +$89.9M 0.18% 124
2021
Q2 		$955M Buy
6,570,963
+2,358,156
+56% +$368M 0.16% 134
2021
Q1 		$639M Sell
4,212,807
-66,476
-2% -$9.8M 0.11% 191
2020
Q4 		$545M Sell
4,279,283
-1,359,567
-24% -$155M 0.1% 203
2020
Q3 		$519M Buy
5,638,850
+193,721
+4% +$19.8M 0.11% 179
2020
Q2 		$566M Sell
5,445,129
-1,510,306
-22% -$159M 0.13% 158
2020
Q1 		$719M Buy
6,955,435
+682,588
+11% +$100M 0.19% 121
2019
Q4 		$1.06B Buy
6,272,847
+190,364
+3% +$30.9M 0.22% 99
2019
Q3 		$961M Sell
6,082,483
-73,445
-1% -$11.6M 0.22% 107
2019
Q2 		$1.05B Buy
6,155,928
+67,591
+1% +$11.2M 0.23% 102
2019
Q1 		$956M Sell
6,088,337
-82,849
-1% -$13.6M 0.22% 115
2018
Q4 		$883M Buy
6,171,186
+93,476
+2% +$14.9M 0.22% 111
2018
Q3 		$1B Buy
6,077,710
+1,398,949
+30% +$243M 0.21% 119
2018
Q2 		$796M Buy
4,678,761
+83,901
+2% +$15M 0.18% 142
2018
Q1 		$847M Sell
4,594,860
-750,213
-14% -$140M 0.19% 130
2017
Q4 		$914M Sell
5,345,073
-204,310
-4% -$33.9M 0.2% 121
2017
Q3 		$894M Sell
5,549,383
-108,138
-2% -$17M 0.21% 118
2017
Q2 		$916M Sell
5,657,521
-306,925
-5% -$48.4M 0.22% 114
2017
Q1 		$923M Sell
5,964,446
-876,966
-13% -$142M 0.22% 113
2016
Q4 		$1.07B Sell
6,841,412
-2,142,266
-24% -$290M 0.27% 95
2016
Q3 		$1.04B Buy
8,983,678
+349,636
+4% +$40.6M 0.26% 93
2016
Q2 		$1.02B Buy
8,634,042
+144,453
+2% +$16.8M 0.26% 96
2016
Q1 		$942M Buy
8,489,589
+816,973
+11% +$88.7M 0.25% 103
2015
Q4 		$930M Sell
7,672,616
-115,861
-1% -$14.1M 0.24% 98
2015
Q3 		$950M Buy
7,788,477
+101,306
+1% +$12.7M 0.26% 91
2015
Q2 		$960M Sell
7,687,171
-145,690
-2% -$17.9M 0.25% 97
2015
Q1 		$995M Buy
7,832,861
+1,057,004
+16% +$128M 0.26% 89
2014
Q4 		$851M Buy
6,775,857
+40,039
+0.6% +$4.91M 0.23% 100
2014
Q3 		$830M Buy
6,735,818
+207,005
+3% +$25.5M 0.23% 98
2014
Q2 		$810M Buy
6,528,813
+350,674
+6% +$42.7M 0.22% 100
2014
Q1 		$749M Buy
6,178,139
+119,065
+2% +$13.7M 0.21% 107
2013
Q4 		$705M Sell
6,059,074
-70,376
-1% -$8M 0.2% 115
2013
Q3 		$686M Buy
6,129,450
+820
+0% +$94.9K 0.21% 100
2013
Q2 		$685M Buy
+6,128,630
New +$632M 0.22% 95

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group's MTB Position: Q1 2026 in Review

Wellington Management Group reduced its M&T Bank (MTB) stake by 2% in Q1 2026, selling an estimated $44.8M and leaving 9,952,312 shares worth $2.06B. The position accounts for 0.38% of the portfolio, ranked #51.

Wellington Management Group first reported a position in MTB in Q2 2013 and has held it in 52 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Wellington Management Group held 9,952,312 shares of M&T Bank worth $2.06B as of Q1 2026.
  • Wellington Management Group sold 208,096 M&T Bank shares in Q1 2026, an estimated $44.8M.
  • M&T Bank made up 0.38% of Wellington Management Group's portfolio in Q1 2026, its #51 holding.
  • Wellington Management Group first reported a position in M&T Bank in Q2 2013 and has held it in 52 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.