M&T Bank Corporation
MX ˙ BMV ˙ US55261F1049
SecurityMX:MTB / M&T Bank Corporation
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership1,657 shares
Latest Disclosed Value $ 342,588
EverSource Wealth Advisors, LLC reports 24.68% increase in ownership of MTB / M&T Bank Corporation

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 1,657 shares of M&T Bank Corporation (MX:MTB) valued at $342,588 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,329 shares of M&T Bank Corporation. This represents a change in shares of 24.68% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 M & T BK CORP COM Stock 55261F104 1,657 328 24.68 343 28.09 0.0016
2026-05-14 2026-03-31 13F M & T BK CORP COM Stock 55261F104 196,932 195,603 6,338 0.0348
2026-02-06 2025-12-31 13F M & T BK CORP COM Stock 55261F104 1,329 -53 -3.84 268 -2.20 0.0098
2025-11-10 2025-09-30 13F M & T BK CORP COM Stock 55261F104 1,382 -4 -0.29 273 1.87 0.0108
2025-08-13 2025-06-30 13F M & T BK CORP COM Stock 55261F104 1,386 404 41.14 269 53.14 0.0121
2025-05-13 2025-03-31 13F M & T BK CORP COM Stock 55261F104 982 -73 -6.92 175 -11.62 0.0096
2025-02-10 2024-12-31 13F M & T BK CORP COM Stock 55261F104 1,055 -50 -4.52 198 1.02 0.0111
2024-11-08 2024-09-30 13F M & T BK CORP COM Stock 55261F104 1,105 8 0.73 197 4.26 0.0125
2024-08-13 2024-06-30 13F M & T BK CORP COM Stock 55261F104 1,097 -146 -11.75 189 5.03 0.0125
2024-06-11 2024-03-31 13F/A-1 M & T BK CORP COM Stock 55261F104 1,243 432 53.27 179 61.26 0.0141
2024-05-13 2024-03-31 13F M & T BK CORP COM Stock 55261F104 811 0 111 0.0039
2024-02-09 2023-12-31 13F M & T BK CORP COM Stock 55261F104 811 22 2.79 111 12.12 0.0102
2023-11-03 2023-09-30 13F M & T BK CORP COM Stock 55261F104 789 35 4.64 100 6.45 0.0106
2023-08-04 2023-06-30 13F M & T BK CORP COM Stock 55261F104 754 88 13.21 93 17.72 0.0103
2023-05-11 2023-03-31 13F M & T BK CORP COM Stock 55261F104 666 -53 -7.37 80 -24.04 0.0099
2023-02-09 2022-12-31 13F M & T BK CORP COM Stock 55261F104 719 -4 -0.55 104 -18.75 0.0158
2022-11-07 2022-09-30 13F M & T BK CORP COM Stock 55261F104 723 86 13.50 128 25.49 0.0293
2022-08-01 2022-06-30 13F M & T BK CORP COM Stock 55261F104 637 100 18.62 102 12.09 0.0263
2022-05-25 2022-03-31 13F M & T BK CORP COM Stock 55261F104 537 498 1,276.92 91 1,416.67 0.0231
2022-02-17 2021-12-31 13F/A-1 M & T BK CORP COM Stock 55261F104 39 39 6 0.0017
2022-02-07 2021-12-31 13F M & T BK CORP COM Stock 55261F104 39 39 6 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.