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Community Financial Services Group’s M&T Bank MTB Stock Holding History

Community Financial Services Group’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 		$121K Sell
500
-1,125
-69% -$246K 0.02% 159
2026
Q1 		$340K Sell
1,625
-240
-13% -$51.7K 0.06% 92
2025
Q4 		$376K Sell
1,865
-119
-6% -$22.7K 0.07% 78
2025
Q3 		$392K Buy
1,984
+119
+6% +$23.4K 0.07% 78
2025
Q2 		$362K Hold
1,865
– – 0.07% 76
2025
Q1 		$333K Hold
1,865
– – 0.07% 83
2024
Q4 		$351K Hold
1,865
– – 0.07% 98
2024
Q3 		$332K Hold
1,865
– – 0.07% 104
2024
Q2 		$282K Hold
1,865
– – 0.06% 112
2024
Q1 		$271K Buy
+1,865
New +$258K 0.06% 125
2023
Q3 		$236K Buy
+1,865
New +$243K 0.06% 115

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

Community Financial Services Group's MTB Position: Q2 2026 in Review

Community Financial Services Group reduced its M&T Bank (MTB) stake by 69% in Q2 2026, selling an estimated $246K and leaving 500 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #159.

Community Financial Services Group first reported a position in MTB in Q3 2023 and has held it in 11 quarters since. The position peaked at $392K in Q3 2025. 219 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Community Financial Services Group held 500 shares of M&T Bank worth $121K as of Q2 2026.
  • Community Financial Services Group sold 1,125 M&T Bank shares in Q2 2026, an estimated $246K.
  • M&T Bank made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #159 holding.
  • Community Financial Services Group first reported a position in M&T Bank in Q3 2023 and has held it in 11 quarters since.
  • Community Financial Services Group's M&T Bank position peaked at $392K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.