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

Activest 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	$2.62K	Sell	11 -6	-35%	-$1.31K	﹤0.01%	808
2026 Q1	$3.51K	Buy	+17	New	+$3.66K	﹤0.01%	879
2025 Q4	–	Sell	-14	Closed	-$2.77K	–	1250
2025 Q3	$2.77K	Buy	14 +2	+17%	+$392	﹤0.01%	740
2025 Q2	$2.33K	Buy	12 +5	+71%	+$882	﹤0.01%	667
2025 Q1	$1.25K	Buy	+7	New	+$1.33K	﹤0.01%	739

Other funds holding MTB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Activest Wealth Management reduced its M&T Bank (MTB) stake by 35% in Q2 2026, selling an estimated $1.31K and leaving 11 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Activest Wealth Management first reported a position in MTB in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.51K in Q1 2026. 221 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Activest Wealth Management held 11 shares of M&T Bank worth $2.62K as of Q2 2026.
Activest Wealth Management sold 6 M&T Bank shares in Q2 2026, an estimated $1.31K.
M&T Bank made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #808 holding.
Activest Wealth Management first reported a position in M&T Bank in Q1 2025 and has held it in 5 quarters since.
Activest Wealth Management's M&T Bank position peaked at $3.51K in Q1 2026.
221 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.