Beaird Harris Wealth Management’s M&T Bank MTB Stock Holding History

Beaird Harris 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	$1.91K	Hold	8	–	–	﹤0.01%	530
2026 Q1	$1.65K	Hold	8	–	–	﹤0.01%	509
2025 Q4	$1.61K	Hold	8	–	–	﹤0.01%	539
2025 Q3	$1.58K	Buy	8 +5	+167%	+$981	﹤0.01%	532
2025 Q2	$582	Buy	+3	New	+$529	﹤0.01%	596
2024 Q3	–	Sell	-1	Closed	-$140	–	664
2024 Q2	$140	Buy	+1	New	+$146	﹤0.01%	654
2023 Q1	–	Sell	-50	Closed	-$7.25K	–	653
2022 Q4	$7.25K	Buy	+50	New	+$8.22K	﹤0.01%	365

Other funds holding MTB

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return