Rothwell Investment Advisors, LLC’s M&T Bank MTB Stock Holding History

Rothwell Investment Advisors, 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	$17K	Buy	+78	New	+$18.8K	0.01%	664

Other funds holding MTB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MTB Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in M&T Bank (MTB) in Q3 2026: 78 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #664 among its holdings.

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

Rothwell Investment Advisors, LLC held 78 shares of M&T Bank worth $17K as of Q3 2026.
M&T Bank was a new Rothwell Investment Advisors, LLC position in Q3 2026.
M&T Bank made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #664 holding.
648 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.