Winthrop Partners - WNY’s M&T Bank MTB Stock Holding History

Winthrop Partners - WNY’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	$229K	Buy	+963	New	+$211K	0.11%	84
2019 Q3	$670K	Buy	4,239 +85	+2%	+$13.4K	0.45%	62
2019 Q2	$706K	Hold	4,154	–	–	0.53%	58
2019 Q1	$672K	Sell	4,154 -76	-2%	-$12.5K	0.52%	60
2018 Q4	$605K	Hold	4,230	–	–	0.57%	53
2018 Q3	$696K	Hold	4,230	–	–	0.56%	57
2018 Q2	$720K	Buy	4,230 +25	+0.6%	+$4.48K	0.6%	53
2018 Q1	$769K	Hold	4,205	–	–	0.59%	48
2017 Q4	$828K	Buy	+4,205	New	+$698K	0.68%	48

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

Winthrop Partners - WNY's MTB Position: Q2 2026 in Review

Winthrop Partners - WNY opened a new position in M&T Bank (MTB) in Q2 2026: 963 shares worth $229K. The stake represents 0.11% of the portfolio and ranks #84 among its holdings. This is a return to the name: Winthrop Partners - WNY previously reported a position in MTB as recently as Q3 2019.

Winthrop Partners - WNY first reported a position in MTB in Q4 2017 and has held it in 9 quarters since. The position peaked at $828K in Q4 2017. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Winthrop Partners - WNY held 963 shares of M&T Bank worth $229K as of Q2 2026.
M&T Bank was a new Winthrop Partners - WNY position in Q2 2026.
M&T Bank made up 0.11% of Winthrop Partners - WNY's portfolio in Q2 2026, its #84 holding.
Winthrop Partners - WNY first reported a position in M&T Bank in Q4 2017 and has held it in 9 quarters since.
Winthrop Partners - WNY's M&T Bank position peaked at $828K in Q4 2017.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.