Compass Financial Management
MTB icon

Compass Financial Management’s M&T Bank MTB Stock Holding History

Compass Financial 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
Q3 		$57.2K Buy
263
+191
+265% +$46K 0.01% 714
2026
Q2 		$17.2K Buy
+72
New +$15.7K ﹤0.01% 934

Other funds holding MTB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Compass Financial Management's MTB Position: Q3 2026 in Review

Compass Financial Management increased its M&T Bank (MTB) stake by 265% in Q3 2026, buying an estimated $46K and bringing the position to 263 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #714.

Compass Financial Management first reported a position in MTB in Q2 2026 and has held it in 2 quarters since. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Compass Financial Management held 263 shares of M&T Bank worth $57.2K as of Q3 2026.
  • Compass Financial Management bought 191 M&T Bank shares in Q3 2026, an estimated $46K.
  • M&T Bank made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #714 holding.
  • Compass Financial Management first reported a position in M&T Bank in Q2 2026 and has held it in 2 quarters since.
  • 995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.