CJM Wealth Advisers’s M&T Bank MTB Stock Holding History

CJM Wealth Advisers’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	$216K	Buy	+908	New	+$199K	0.06%	72

Other funds holding MTB

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

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

CJM Wealth Advisers's MTB Position: Q2 2026 in Review

CJM Wealth Advisers opened a new position in M&T Bank (MTB) in Q2 2026: 908 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #72 among its holdings.

233 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

CJM Wealth Advisers held 908 shares of M&T Bank worth $216K as of Q2 2026.
M&T Bank was a new CJM Wealth Advisers position in Q2 2026.
M&T Bank made up 0.06% of CJM Wealth Advisers's portfolio in Q2 2026, its #72 holding.
233 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.