AIEQ0.280%
as of Jul 20
MTB
DefensiveM&T Bank Corporation
M&T Bank Corporation operates as a bank holding company for Manufacturers and Traders Trust Company and Wilmington Trust, National Association that provides retail and commercial banking products and services in the United States. The company operates through three segments: Commercial Bank, Retail Bank, and Institutional Services and Wealth Management. It offers a range of credit products and banking services, such as commercial lending and leasing, letters of credits, deposit products, cash management services, commercial real estate loans, and credit facilities secured by various commercial real estate properties to middle-market and large commercial customers.
Close · 3M
+17.01%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals4
Win rate100% (4/4)
Avg buy return+10.92%
AIEQ · Weight decrease · 2d
MTB's fundamentals, including a PER of 11.95, PBR of 1.06, and 86.16% revenue growth, would generally position it favorably within AIEQ's broad market, fundamentals-driven style. Despite these figures, the dramatic reduction of MTB’s weight from 1.19% to 0.27% on 2026-07-01 indicates a rapid shift in sentiment or perceived risk as identified by IBM Watson NLP. Given AIEQ's daily rebalancing and its high-turnover nature, the NLP system likely processed critical, time-sensitive information from news or social posts, flagging a sudden deterioration in M&T Bank's short-term outlook. This sudden re-evaluation by the EquBot model, overriding otherwise solid long-term fundamentals like a 10.25% ROE, points to a concurrent market perception of increased near-term risk, prompting a significant portfolio adjustment.
weight 1.200% → 0.270% (-0.930 pp)·stock up 14.3% in the 30 days before
Jul 1·entry $241.95·now $249.44
+3.10%
since Jul 1
AIEQ · Weight increase · 2d
Amplify ETFs' AIEQ, with its daily rebalancing and deep NLP analysis powered by IBM Watson, likely detected a sustained positive change in market sentiment or fundamental outlook for M&T Bank Corporation. The consecutive weight increases, observed from June 24th to June 28th, reflect the fund's dynamic allocation method, which translates daily equity rankings into portfolio adjustments. This persistent accumulation could be underpinned by strong financial signals, such as MTB's revenue growth, which stood at 86.16%. The fund's broad market, fundamentals, and sentiment hybrid approach, applied to a relatively concentrated portfolio of 140-180 US stocks, drove this specific tactical adjustment for MTB.
weight 1.170% → 1.200% (+0.030 pp)·stock up 10.3% in the 30 days before
Jun 28·entry $239.20·now $249.44Drifting
+4.28%
since Jun 28
AIEQ · Weight increase · 2d
The detected pattern of consecutive weight increases for M&T Bank in AIEQ, despite minor daily fluctuations, reflects a persistent positive signal that led to its growing presence. This gradual, sustained accumulation is a direct outcome of AIEQ’s method, where IBM Watson’s NLP capabilities continually process thousands of data points daily—including news, filings, and social chatter—to generate updated equity rankings for EquBot’s daily rebalancing. For a financial sector company like MTB, the system likely identified a compelling confluence of strong financial health and growth, specifically a 86.16% revenue growth coupled with a 10.25% return on equity, presented at a price-to-earnings ratio of 11.39. Such continuously favorable inputs, interpreted by the fund’s fundamentals and sentiment hybrid model, consistently led to incremental increases in M&T Bank's allocation within AIEQ’s actively managed portfolio.
weight 1.110% → 1.140% (+0.030 pp)
Jun 11·entry $227.82·now $249.44Drifting
+9.49%
since Jun 11
+12.04%
since Jun 7
AIEQ · New entry · 1d
AIEQ’s daily rebalancing mechanism indicates that M&T Bank Corporation (MTB) recently crossed the threshold for inclusion in its portfolio, moving from a zero-weight position to 1.05% on May 30, 2026. This allocation follows IBM Watson’s NLP analysis, which likely identified favorable shifts in sentiment or fundamental signals, given the company's 86.16% revenue growth and 10.25% return on equity. With a price-to-earnings ratio of 10.8 and a price-to-book ratio of 1.06, MTB presented a compelling profile within the fund's broad market, fundamentals, and sentiment hybrid strategy. EquBot's risk overlay converted these positive signals into a new position in the high-turnover fund.
weight 0 → 1.050% (new)
May 30·entry $211.62·now $249.44Chased
+17.87%
since May 30
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 28
AIEQ is actively increasing its weight in M&T Bank, signaling a bullish outlook for the company with a recent accumulation trend. This contrasts directly with the framework's 'Fail' verdict, which advises against investment due to concerns about the company's financial health and lack of an adequate margin of safety.
- Circle of CompetenceThe underlying business model of a regional bank, while subject to economic cycles, provides sufficiently stable unit economics to allow for reasonable ten-year cash flow projections.
- Economic MoatRegional banks benefit from strong local brand recognition and significant customer switching costs, which collectively form a durable economic moat.
- ManagementThe provided data is insufficient to assess management's candor, capital allocation discipline, or 'skin in the game'.
- Financial HealthThe reported ROE of 10.25% fails the framework's criterion requiring a 10-year average ROE of at least 15% with no single year below 10%, as the current figure is barely above the minimum threshold.
- Margin of SafetyWhile the P/B ratio of 1.06 appears modest, the company's financial health, specifically its ROE, suggests it may not be a 'wonderful company,' thus not providing an adequate margin of safety at this valuation.
M&T Bank passes the initial stages regarding its business predictability and economic moat, suggesting a fundamentally understandable and defensible enterprise. However, its current financial performance, specifically the ROE, falls short of the rigorous standards for financial health within this framework. Consequently, the valuation does not present a compelling margin of safety for a company that does not meet the 'wonderful company' financial criteria, leading to an overall 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.