Superior Planning, LLC’s M&T Bank MTB Stock Holding History

Superior Planning, LLC’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 Q3	$86.2K	Buy	+396	New	+$95.3K	0.04%	257

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's MTB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in M&T Bank (MTB) in Q3 2026: 396 shares worth $86.2K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings.

849 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Superior Planning, LLC held 396 shares of M&T Bank worth $86.2K as of Q3 2026.
M&T Bank was a new Superior Planning, LLC position in Q3 2026.
M&T Bank made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #257 holding.
849 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.