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Bar Harbor Wealth Management’s M&T Bank MTB Stock Holding History

Bar Harbor 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
Q2 		$396K Sell
1,665
-667
-29% -$146K 0.02% 200
2026
Q1 		$482K Sell
2,332
-140
-6% -$30.1K 0.03% 183
2025
Q4 		$498K Sell
2,472
-424
-15% -$81K 0.03% 189
2025
Q3 		$572K Hold
2,896
– – 0.03% 180
2025
Q2 		$562K Hold
2,896
– – 0.04% 177
2025
Q1 		$518K Buy
2,896
+551
+23% +$105K 0.03% 177
2024
Q4 		$441K Hold
2,345
– – 0.03% 184
2024
Q3 		$418K Hold
2,345
– – 0.03% 201
2024
Q2 		$355K Sell
2,345
-59
-2% -$8.62K 0.02% 209
2024
Q1 		$350K Hold
2,404
– – 0.02% 209
2023
Q4 		$330K Hold
2,404
– – 0.02% 208
2023
Q3 		$304K Hold
2,404
– – 0.02% 207
2023
Q2 		$298K Sell
2,404
-494
-17% -$59.8K 0.02% 212
2023
Q1 		$347K Sell
2,898
-220
-7% -$31.9K 0.03% 206
2022
Q4 		$452K Hold
3,118
– – 0.04% 191
2022
Q3 		$549K Sell
3,118
-102
-3% -$18.1K 0.05% 179
2022
Q2 		$513K Buy
+3,220
New +$541K 0.04% 186

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

Bar Harbor Wealth Management's MTB Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its M&T Bank (MTB) stake by 29% in Q2 2026, selling an estimated $146K and leaving 1,665 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #200.

Bar Harbor Wealth Management first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $572K in Q3 2025. 211 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Bar Harbor Wealth Management held 1,665 shares of M&T Bank worth $396K as of Q2 2026.
  • Bar Harbor Wealth Management sold 667 M&T Bank shares in Q2 2026, an estimated $146K.
  • M&T Bank made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Bar Harbor Wealth Management first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
  • Bar Harbor Wealth Management's M&T Bank position peaked at $572K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.