Apella Capital’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$245K Buy
1,130
+29
+3% +$6.98K ﹤0.01% 687
2026
Q2
$264K Buy
1,101
+29
+3% +$6.34K ﹤0.01% 611
2026
Q1
$235K Buy
1,072
+7
+0.7% +$1.51K ﹤0.01% 612
2025
Q4
$215K Buy
+1,065
New +$203K ﹤0.01% 504
2025
Q3
– Sell
-1,043
Closed -$209K – 483
2025
Q2
$209K Buy
+1,043
New +$184K 0.01% 406

Other funds holding MTB

Apella Capital's MTB Position: Q3 2026 in Review

Apella Capital increased its M&T Bank (MTB) stake by 2.6% in Q3 2026, buying an estimated $6.98K and bringing the position to 1,130 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Apella Capital first reported a position in MTB in Q2 2025 and has held it in 5 quarters since. The position peaked at $264K in Q2 2026. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Apella Capital held 1,130 shares of M&T Bank worth $245K as of Q3 2026.
  • Apella Capital bought 29 M&T Bank shares in Q3 2026, an estimated $6.98K.
  • M&T Bank made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #687 holding.
  • Apella Capital first reported a position in M&T Bank in Q2 2025 and has held it in 5 quarters since.
  • Apella Capital's M&T Bank position peaked at $264K in Q2 2026.
  • 995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.