Winnow Wealth’s M&T Bank MTB Stock Holding History

Winnow Wealth’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	–	Sell	-1	Closed	-$202	–	400
2025 Q4	$202	Hold	1	–	–	﹤0.01%	532
2025 Q3	$198	Buy	+1	New	+$196	﹤0.01%	517
2025 Q2	–	Sell	-4	Closed	-$704	–	496
2025 Q1	$704	Buy	4 +1	+33%	+$190	﹤0.01%	440
2024 Q4	$493	Buy	+3	New	+$596	﹤0.01%	433

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winnow Wealth's MTB Position: Q1 2026 in Review

Winnow Wealth sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1 share — an estimated $202 sold.

Winnow Wealth first reported a position in MTB in Q4 2024 and held it in 4 quarters. The position peaked at $704 in Q1 2025. 1,111 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Winnow Wealth reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 1 M&T Bank share in Q1 2026, an estimated $202.
Winnow Wealth first reported a position in M&T Bank in Q4 2024 and held it in 4 quarters.
Winnow Wealth's M&T Bank position peaked at $704 in Q1 2025.
1,111 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.