Bluesphere Advisors’s M&T Bank MTB Stock Holding History

Bluesphere Advisors’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	$1.21M	Hold	5,557	–	–	0.37%	39
2026 Q2	$1.32M	Hold	5,557	–	–	0.41%	33
2026 Q1	$1.15M	Hold	5,557	–	–	0.41%	33
2025 Q4	$1.12M	Hold	5,557	–	–	0.5%	36
2025 Q3	$1.1M	Hold	5,557	–	–	0.5%	32
2025 Q2	$1.08M	Hold	5,557	–	–	0.54%	30
2025 Q1	$993K	Hold	5,557	–	–	0.57%	30
2024 Q4	$1.04M	Hold	5,557	–	–	0.51%	30
2024 Q3	$990K	Hold	5,557	–	–	0.49%	30
2024 Q2	$841K	Buy	+5,557	New	+$812K	0.43%	34

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

Bluesphere Advisors's MTB Position: Q3 2026 in Review

Bluesphere Advisors held its M&T Bank (MTB) position steady in Q3 2026 at 5,557 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #39.

Bluesphere Advisors first reported a position in MTB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.32M in Q2 2026. 299 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Bluesphere Advisors held 5,557 shares of M&T Bank worth $1.21M as of Q3 2026.
Bluesphere Advisors left its M&T Bank share count unchanged in Q3 2026.
M&T Bank made up 0.37% of Bluesphere Advisors's portfolio in Q3 2026, its #39 holding.
Bluesphere Advisors first reported a position in M&T Bank in Q2 2024 and has held it in 10 quarters since.
Bluesphere Advisors's M&T Bank position peaked at $1.32M in Q2 2026.
299 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.