Activest Wealth Management
MTB icon

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
Q3 		$2.39K Hold
11
– – ﹤0.01% 782
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Absher Wealth Management
Absher Wealth Management Chapel Hill, North Carolina $895M AUM 12.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Activest Wealth Management held its M&T Bank (MTB) position steady in Q3 2026 at 11 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Activest Wealth Management first reported a position in MTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.51K in Q1 2026. 572 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Activest Wealth Management held 11 shares of M&T Bank worth $2.39K as of Q3 2026.
  • Activest Wealth Management left its M&T Bank share count unchanged in Q3 2026.
  • M&T Bank made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #782 holding.
  • Activest Wealth Management first reported a position in M&T Bank in Q1 2025 and has held it in 6 quarters since.
  • Activest Wealth Management's M&T Bank position peaked at $3.51K in Q1 2026.
  • 572 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.