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Burney Company’s M&T Bank MTB Stock Holding History

Burney Company’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 		$428K Hold
1,800
– – 0.01% 481
2026
Q1 		$372K Sell
1,800
-1,617
-47% -$348K 0.01% 472
2025
Q4 		$688K Buy
3,417
+3
+0.1% +$573 0.02% 385
2025
Q3 		$675K Hold
3,414
– – 0.02% 373
2025
Q2 		$662K Sell
3,414
-348
-9% -$61.4K 0.02% 366
2025
Q1 		$672K Sell
3,762
-62
-2% -$11.8K 0.02% 368
2024
Q4 		$719K Buy
3,824
+1,580
+70% +$314K 0.03% 364
2024
Q3 		$400K Hold
2,244
– – 0.01% 468
2024
Q2 		$340K Hold
2,244
– – 0.01% 496
2024
Q1 		$326K Hold
2,244
– – 0.01% 513
2023
Q4 		$308K Sell
2,244
-16
-0.7% -$2.01K 0.01% 494
2023
Q3 		$286K Sell
2,260
-457
-17% -$59.6K 0.01% 489
2023
Q2 		$336K Sell
2,717
-441
-14% -$53.4K 0.02% 472
2023
Q1 		$378K Sell
3,158
-165
-5% -$24K 0.02% 447
2022
Q4 		$482K Sell
3,323
-92
-3% -$15.1K 0.02% 407
2022
Q3 		$602K Sell
3,415
-3,450
-50% -$610K 0.03% 375
2022
Q2 		$1.09M Sell
6,865
-6,424
-48% -$1.08M 0.06% 282
2022
Q1 		$2.25M Sell
13,289
-147
-1% -$25.9K 0.1% 220
2021
Q4 		$2.06M Sell
13,436
-164
-1% -$25.2K 0.09% 236
2021
Q3 		$2.03M Buy
13,600
+1,486
+12% +$206K 0.1% 218
2021
Q2 		$1.76M Buy
12,114
+10,383
+600% +$1.62M 0.08% 248
2021
Q1 		$263K Sell
1,731
-2,450
-59% -$361K 0.01% 500
2020
Q4 		$532K Sell
4,181
-8,542
-67% -$973K 0.03% 371
2020
Q3 		$1.17M Buy
12,723
+8,422
+196% +$861K 0.07% 261
2020
Q2 		$447K Buy
+4,301
New +$454K 0.03% 355
2020
Q1 		– Sell
-1,693
Closed -$287K – 460
2019
Q4 		$287K Hold
1,693
– – 0.02% 402
2019
Q3 		$267K Hold
1,693
– – 0.02% 392
2019
Q2 		$288K Sell
1,693
-45
-3% -$7.46K 0.02% 388
2019
Q1 		$273K Hold
1,738
– – 0.02% 396
2018
Q4 		$249K Hold
1,738
– – 0.02% 388
2018
Q3 		$286K Sell
1,738
-465
-21% -$80.7K 0.02% 383
2018
Q2 		$375K Buy
2,203
+465
+27% +$83.3K 0.02% 349
2018
Q1 		$320K Sell
1,738
-465
-21% -$86.7K 0.02% 333
2017
Q4 		$377K Buy
2,203
+502
+30% +$83.3K 0.02% 321
2017
Q3 		$271K Hold
1,701
– – 0.02% 338
2017
Q2 		$274K Sell
1,701
-9
-0.5% -$1.42K 0.02% 339
2017
Q1 		$265K Sell
1,710
-10
-0.6% -$1.62K 0.02% 334
2016
Q4 		$269K Buy
+1,720
New +$233K 0.02% 329
2016
Q3 		– Sell
-1,720
Closed -$203K – 385
2016
Q2 		$203K Buy
+1,720
New +$200K 0.01% 356
2016
Q1 		– Sell
-1,720
Closed -$211K – 395
2015
Q4 		$211K Hold
1,720
– – 0.02% 355
2015
Q3 		$210K Hold
1,720
– – 0.02% 347
2015
Q2 		$215K Sell
1,720
-655
-28% -$80.7K 0.01% 377
2015
Q1 		$302K Buy
2,375
+600
+34% +$72.6K 0.02% 340
2014
Q4 		$223K Hold
1,775
– – 0.02% 359
2014
Q3 		$219K Hold
1,775
– – 0.02% 377
2014
Q2 		$220K Hold
1,775
– – 0.02% 384
2014
Q1 		$215K Hold
1,775
– – 0.02% 383
2013
Q4 		$207K Sell
1,775
-145
-8% -$16.5K 0.02% 403
2013
Q3 		$215K Buy
1,920
+26
+1% +$3.01K 0.02% 390
2013
Q2 		$212K Buy
+1,894
New +$195K 0.03% 373

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

Burney Company's MTB Position: Q2 2026 in Review

Burney Company held its M&T Bank (MTB) position steady in Q2 2026 at 1,800 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #481.

Burney Company first reported a position in MTB in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.25M in Q1 2022. 233 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Burney Company held 1,800 shares of M&T Bank worth $428K as of Q2 2026.
  • Burney Company left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.01% of Burney Company's portfolio in Q2 2026, its #481 holding.
  • Burney Company first reported a position in M&T Bank in Q2 2013 and has held it in 50 quarters since.
  • Burney Company's M&T Bank position peaked at $2.25M in Q1 2022.
  • 233 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.