Belpointe Asset Management
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Belpointe Asset Management’s M&T Bank MTB Stock Holding History

Belpointe Asset 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
Q3 		– Sell
-970
Closed -$231K – 1218
2026
Q2 		$231K Buy
+970
New +$212K 0.01% 1007
2023
Q2 		– Sell
-1,788
Closed -$214K – 2293
2023
Q1 		$214K Buy
1,788
+217
+14% +$31.5K 0.01% 903
2022
Q4 		$228K Buy
1,571
+15
+1% +$2.47K 0.01% 838
2022
Q3 		$275K Buy
1,556
+39
+3% +$6.9K 0.02% 718
2022
Q2 		$242K Buy
1,517
+854
+129% +$144K 0.02% 752
2022
Q1 		$112K Buy
+663
New +$117K 0.01% 1166

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Belpointe Asset Management's MTB Position: Q3 2026 in Review

Belpointe Asset Management sold out of M&T Bank (MTB) in Q3 2026, closing a stake of 970 shares — an estimated $231K sold.

Belpointe Asset Management first reported a position in MTB in Q1 2022 and held it in 6 quarters. The position peaked at $275K in Q3 2022. 808 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Belpointe Asset Management reported no remaining M&T Bank position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 970 M&T Bank shares in Q3 2026, an estimated $231K.
  • Belpointe Asset Management first reported a position in M&T Bank in Q1 2022 and held it in 6 quarters.
  • Belpointe Asset Management's M&T Bank position peaked at $275K in Q3 2022.
  • 808 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.