COMPASS FINANCIAL MANAGEMENT LLC’s M&T Bank MTB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$17.2K	Buy	+72	New	+$15.7K	﹤0.01%	934

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MTB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in M&T Bank (MTB) in Q2 2026: 72 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 72 shares of M&T Bank worth $17.2K as of Q2 2026.
M&T Bank was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
M&T Bank made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #934 holding.
930 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.