Align Financial’s M&T Bank MTB Stock Holding History

Align Financial’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	$218	Buy	+1	New	+$241	﹤0.01%	615

Other funds holding MTB

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Align Financial's MTB Position: Q3 2026 in Review

Align Financial opened a new position in M&T Bank (MTB) in Q3 2026: 1 share worth $218. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings.

227 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Align Financial held 1 share of M&T Bank worth $218 as of Q3 2026.
M&T Bank was a new Align Financial position in Q3 2026.
M&T Bank made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #615 holding.
227 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.