Westside Investment Management’s M&T Bank MTB Stock Holding History

Westside Investment Management’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	$43.6K	Sell	183 -16	-8%	-$3.5K	0.01%	641
2026 Q1	$41.7K	Hold	199	–	–	0.01%	624
2025 Q4	$40.5K	Hold	199	–	–	0.01%	610
2025 Q3	$39K	Buy	199 +76	+62%	+$14.9K	0.01%	632
2025 Q2	$24.1K	Buy	123 +76	+162%	+$13.4K	﹤0.01%	627
2025 Q1	$8.4K	Hold	47	–	–	﹤0.01%	706
2024 Q4	$8.84K	Hold	47	–	–	﹤0.01%	703
2024 Q3	$8.37K	Hold	47	–	–	﹤0.01%	709
2024 Q2	$7.11K	Hold	47	–	–	﹤0.01%	707
2024 Q1	$6.84K	Hold	47	–	–	﹤0.01%	687
2023 Q4	$6.44K	Hold	47	–	–	﹤0.01%	665
2023 Q3	$5.94K	Hold	47	–	–	﹤0.01%	668
2023 Q2	$5.82K	Hold	47	–	–	﹤0.01%	680
2023 Q1	$5.62K	Hold	47	–	–	﹤0.01%	676
2022 Q4	$6	Hold	47	–	–	﹤0.01%	681
2022 Q3	$8	Hold	47	–	–	﹤0.01%	631
2022 Q2	$7	Buy	+47	New	+$7.9K	﹤0.01%	643
2020 Q2	–	Sell	-52	Closed	-$5	–	684
2020 Q1	$5	Buy	+52	New	+$7.65K	﹤0.01%	531
2019 Q2	$8K	Buy	+52	New	+$8.62K	﹤0.01%	498
2018 Q4	$7.44K	Hold	52	–	–	﹤0.01%	517
2018 Q3	$8.56K	Hold	52	–	–	﹤0.01%	524
2018 Q2	$8.85K	Hold	52	–	–	﹤0.01%	593
2018 Q1	$9.35K	Hold	52	–	–	0.01%	558
2017 Q4	$8.96K	Hold	52	–	–	﹤0.01%	590
2017 Q3	$8.38K	Hold	52	–	–	0.01%	592
2017 Q2	$8.55K	Hold	52	–	–	0.01%	572
2017 Q1	$7.92K	Hold	52	–	–	﹤0.01%	561
2016 Q4	$8.16K	Buy	+52	New	+$7.04K	0.01%	444

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

Westside Investment Management's MTB Position: Q2 2026 in Review

Westside Investment Management reduced its M&T Bank (MTB) stake by 8% in Q2 2026, selling an estimated $3.5K and leaving 183 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #641.

Westside Investment Management first reported a position in MTB in Q4 2016 and has held it in 28 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Westside Investment Management held 183 shares of M&T Bank worth $43.6K as of Q2 2026.
Westside Investment Management sold 16 M&T Bank shares in Q2 2026, an estimated $3.5K.
M&T Bank made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #641 holding.
Westside Investment Management first reported a position in M&T Bank in Q4 2016 and has held it in 28 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.