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

Apella Capital’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 		$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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
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

Apella Capital's MTB Position: Q2 2026 in Review

Apella Capital increased its M&T Bank (MTB) stake by 2.7% in Q2 2026, buying an estimated $6.34K and bringing the position to 1,101 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Apella Capital first reported a position in MTB in Q2 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Apella Capital held 1,101 shares of M&T Bank worth $264K as of Q2 2026.
  • Apella Capital bought 29 M&T Bank shares in Q2 2026, an estimated $6.34K.
  • M&T Bank made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #611 holding.
  • Apella Capital first reported a position in M&T Bank in Q2 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.