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Abound Wealth Management’s M&T Bank MTB Stock Holding History

Abound Wealth Management’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
Q2 		$3.92K Sell
16
-26
-62% -$5.68K ﹤0.01% 640
2026
Q1 		$8.69K Buy
42
+18
+75% +$3.87K ﹤0.01% 585
2025
Q4 		$4.87K Buy
24
+1
+4% +$191 ﹤0.01% 678
2025
Q3 		$4.46K Buy
23
+1
+5% +$196 ﹤0.01% 670
2025
Q2 		$4.29K Hold
22
– – ﹤0.01% 613
2025
Q1 		$3.95K Sell
22
-8
-27% -$1.52K ﹤0.01% 584
2024
Q4 		$5.65K Buy
30
+9
+43% +$1.79K ﹤0.01% 498
2024
Q3 		$3.75K Hold
21
– – ﹤0.01% 603
2024
Q2 		$3.18K Buy
21
+2
+11% +$292 ﹤0.01% 582
2024
Q1 		$2.77K Hold
19
– – ﹤0.01% 630
2023
Q4 		$2.61K Sell
19
-3
-14% -$377 ﹤0.01% 621
2023
Q3 		$2.79K Hold
22
– – ﹤0.01% 570
2023
Q2 		$2.73K Buy
22
+4
+22% +$484 ﹤0.01% 603
2023
Q1 		$2.15K Hold
18
– – ﹤0.01% 582
2022
Q4 		$2.61K Sell
18
-23
-56% -$3.78K ﹤0.01% 496
2022
Q3 		$7.24K Buy
+41
New +$7.25K ﹤0.01% 318

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Abound Wealth Management's MTB Position: Q2 2026 in Review

Abound Wealth Management reduced its M&T Bank (MTB) stake by 62% in Q2 2026, selling an estimated $5.68K and leaving 16 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Abound Wealth Management first reported a position in MTB in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.69K in Q1 2026. 183 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Abound Wealth Management held 16 shares of M&T Bank worth $3.92K as of Q2 2026.
  • Abound Wealth Management sold 26 M&T Bank shares in Q2 2026, an estimated $5.68K.
  • M&T Bank made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Abound Wealth Management first reported a position in M&T Bank in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's M&T Bank position peaked at $8.69K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.