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 Q3	$3.58K	Hold	16	–	–	﹤0.01%	753
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	$2.78K	Hold	22	–	–	﹤0.01%	570
2023 Q2	$2.72K	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	+$7.26K	﹤0.01%	318

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 26.91% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 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

Abound Wealth Management's MTB Position: Q3 2026 in Review

Abound Wealth Management held its M&T Bank (MTB) position steady in Q3 2026 at 16 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Abound Wealth Management first reported a position in MTB in Q3 2022 and has held it in 17 quarters since. The position peaked at $8.69K in Q1 2026. 696 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Abound Wealth Management held 16 shares of M&T Bank worth $3.58K as of Q3 2026.
Abound Wealth Management left its M&T Bank share count unchanged in Q3 2026.
M&T Bank made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #753 holding.
Abound Wealth Management first reported a position in M&T Bank in Q3 2022 and has held it in 17 quarters since.
Abound Wealth Management's M&T Bank position peaked at $8.69K in Q1 2026.
696 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.