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

Burns Matteson 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	$339K	Hold	1,425	–	–	0.11%	153
2026 Q1	$295K	Hold	1,425	–	–	0.11%	163
2025 Q4	$287K	Hold	1,425	–	–	0.1%	160
2025 Q3	$282K	Hold	1,425	–	–	0.11%	155
2025 Q2	$276K	Hold	1,425	–	–	0.13%	138
2025 Q1	$255K	Hold	1,425	–	–	0.14%	135
2024 Q4	$268K	Buy	1,425 +1	+0.1%	+$199	0.15%	124
2024 Q3	$254K	Hold	1,424	–	–	0.14%	129
2024 Q2	$216K	Hold	1,424	–	–	0.14%	136
2024 Q1	$207K	Buy	+1,424	New	+$197K	0.13%	142

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

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

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

Burns Matteson Capital Management's MTB Position: Q2 2026 in Review

Burns Matteson Capital Management held its M&T Bank (MTB) position steady in Q2 2026 at 1,425 shares worth $339K. The position accounts for 0.11% of the portfolio, ranked #153.

Burns Matteson Capital Management first reported a position in MTB in Q1 2024 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Burns Matteson Capital Management held 1,425 shares of M&T Bank worth $339K as of Q2 2026.
Burns Matteson Capital Management left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.11% of Burns Matteson Capital Management's portfolio in Q2 2026, its #153 holding.
Burns Matteson Capital Management first reported a position in M&T Bank in Q1 2024 and has held it in 10 quarters since.
254 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.