Westover Capital Advisors’s M&T Bank MTB Stock Holding History

Westover Capital 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	$561K	Hold	2,356	–	–	0.09%	140
2026 Q1	$487K	Hold	2,356	–	–	0.09%	146
2025 Q4	$475K	Sell	2,356 -250	-10%	-$47.8K	0.09%	159
2025 Q3	$515K	Hold	2,606	–	–	0.1%	143
2025 Q2	$506K	Hold	2,606	–	–	0.1%	143
2025 Q1	$466K	Hold	2,606	–	–	0.1%	149
2024 Q4	$490K	Hold	2,606	–	–	0.11%	152
2024 Q3	$464K	Hold	2,606	–	–	0.09%	158
2024 Q2	$394K	Buy	+2,606	New	+$381K	0.1%	154
2018 Q2	–	Sell	-1,128	Closed	-$208K	–	107
2018 Q1	$208K	Buy	+1,128	New	+$210K	0.11%	107
2017 Q1	–	Sell	-1,797	Closed	-$281K	–	109
2016 Q4	$281K	Buy	+1,797	New	+$243K	0.2%	85

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 $3.37T AUM 44.26% 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

Westover Capital Advisors's MTB Position: Q2 2026 in Review

Westover Capital Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 2,356 shares worth $561K. The position accounts for 0.09% of the portfolio, ranked #140.

Westover Capital Advisors first reported a position in MTB in Q4 2016 and has held it in 11 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Westover Capital Advisors held 2,356 shares of M&T Bank worth $561K as of Q2 2026.
Westover Capital Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.09% of Westover Capital Advisors's portfolio in Q2 2026, its #140 holding.
Westover Capital Advisors first reported a position in M&T Bank in Q4 2016 and has held it in 11 quarters since.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.