Brookstone Capital Management’s M&T Bank MTB Stock Holding History

Brookstone Capital 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	$833K	Buy	3,500 +125	+4%	+$27.3K	0.01%	760
2026 Q1	$698K	Sell	3,375 -114	-3%	-$24.5K	0.01%	761
2025 Q4	$703K	Sell	3,489 -511	-13%	-$97.6K	0.01%	743
2025 Q3	$790K	Sell	4,000 -167	-4%	-$32.8K	0.01%	676
2025 Q2	$808K	Sell	4,167 -258	-6%	-$45.5K	0.01%	620
2025 Q1	$791K	Buy	4,425 +416	+10%	+$78.9K	0.01%	602
2024 Q4	$754K	Sell	4,009 -230	-5%	-$45.7K	0.01%	598
2024 Q3	$755K	Sell	4,239 -281	-6%	-$46.6K	0.01%	582
2024 Q2	$744K	Sell	4,520 -338	-7%	-$49.4K	0.01%	556
2024 Q1	$707K	Buy	4,858 +213	+5%	+$29.5K	0.01%	552
2023 Q4	$637K	Buy	4,645 +24	+0.5%	+$3.02K	0.01%	545
2023 Q3	$553K	Buy	4,621 +23	+0.5%	+$3K	0.01%	547
2023 Q2	$591K	Buy	4,598 +434	+10%	+$52.5K	0.01%	533
2023 Q1	$523K	Buy	4,164 +371	+10%	+$53.9K	0.01%	579
2022 Q4	$570K	Buy	+3,793	New	+$624K	0.01%	548
2015 Q3	–	Sell	-12	Closed	-$1K	–	2073
2015 Q2	$1K	Buy	+12	New	+$1.48K	﹤0.01%	1985
2014 Q2	–	Sell	-5,201	Closed	-$631K	–	132
2014 Q1	$631K	Buy	+5,201	New	+$600K	0.16%	51

Other funds holding MTB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Brookstone Capital Management's MTB Position: Q2 2026 in Review

Brookstone Capital Management increased its M&T Bank (MTB) stake by 3.7% in Q2 2026, buying an estimated $27.3K and bringing the position to 3,500 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #760.

Brookstone Capital Management first reported a position in MTB in Q1 2014 and has held it in 17 quarters since. 205 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Brookstone Capital Management held 3,500 shares of M&T Bank worth $833K as of Q2 2026.
Brookstone Capital Management bought 125 M&T Bank shares in Q2 2026, an estimated $27.3K.
M&T Bank made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #760 holding.
Brookstone Capital Management first reported a position in M&T Bank in Q1 2014 and has held it in 17 quarters since.
205 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.