Aspect Partners’s M&T Bank MTB Stock Holding History

Aspect Partners’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	Hold	1	–	–	﹤0.01%	666
2026 Q2	$238	Sell	1 -9	-90%	-$1.97K	﹤0.01%	658
2026 Q1	$2.07K	Hold	10	–	–	﹤0.01%	489
2025 Q4	$2.01K	Hold	10	–	–	﹤0.01%	519
2025 Q3	$1.98K	Buy	10 +9	+900%	+$1.77K	﹤0.01%	533
2025 Q2	$194	Sell	1 -5	-83%	-$882	﹤0.01%	596
2025 Q1	$1.07K	Buy	6 +5	+500%	+$948	﹤0.01%	498
2024 Q4	$188	Hold	1	–	–	﹤0.01%	591
2024 Q3	$178	Hold	1	–	–	﹤0.01%	549
2024 Q2	$151	Hold	1	–	–	﹤0.01%	563
2024 Q1	$145	Hold	1	–	–	﹤0.01%	548
2023 Q4	$137	Buy	+1	New	+$126	﹤0.01%	534

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Aspect Partners's MTB Position: Q3 2026 in Review

Aspect Partners held its M&T Bank (MTB) position steady in Q3 2026 at 1 share worth $218. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Aspect Partners first reported a position in MTB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.07K in Q1 2026. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Aspect Partners held 1 share of M&T Bank worth $218 as of Q3 2026.
Aspect Partners left its M&T Bank share count unchanged in Q3 2026.
M&T Bank made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #666 holding.
Aspect Partners first reported a position in M&T Bank in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's M&T Bank position peaked at $2.07K in Q1 2026.
286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.