Aaron Wealth Advisors’s M&T Bank MTB Stock Holding History

Aaron Wealth Advisors’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	$403K	Buy	1,853 +14	+0.8%	+$3.37K	0.02%	495
2026 Q2	$438K	Buy	1,839 +579	+46%	+$127K	0.02%	461
2026 Q1	$260K	Sell	1,260 -720	-36%	-$155K	0.01%	603
2025 Q4	$399K	Sell	1,980 -1,916	-49%	-$366K	0.02%	499
2025 Q3	$770K	Buy	3,896 +2,684	+221%	+$527K	0.05%	292
2025 Q2	$235K	Sell	1,212 -18	-1%	-$3.18K	0.02%	424
2025 Q1	$220K	Sell	1,230 -27	-2%	-$5.12K	0.03%	410
2024 Q4	$236K	Buy	+1,257	New	+$250K	0.03%	382
2022 Q2	–	Sell	-270	Closed	-$45.8K	–	599
2022 Q1	$45.8K	Buy	+270	New	+$47.6K	0.01%	452

Other funds holding MTB

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

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

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Aaron Wealth Advisors's MTB Position: Q3 2026 in Review

Aaron Wealth Advisors increased its M&T Bank (MTB) stake by 0.76% in Q3 2026, buying an estimated $3.37K and bringing the position to 1,853 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #495.

Aaron Wealth Advisors first reported a position in MTB in Q1 2022 and has held it in 9 quarters since. The position peaked at $770K in Q3 2025. 442 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Aaron Wealth Advisors held 1,853 shares of M&T Bank worth $403K as of Q3 2026.
Aaron Wealth Advisors bought 14 M&T Bank shares in Q3 2026, an estimated $3.37K.
M&T Bank made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #495 holding.
Aaron Wealth Advisors first reported a position in M&T Bank in Q1 2022 and has held it in 9 quarters since.
Aaron Wealth Advisors's M&T Bank position peaked at $770K in Q3 2025.
442 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.