Corient Private Wealth
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Corient Private Wealth’s M&T Bank MTB Stock Holding History

Corient Private Wealth’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
Q1 		$12.4M Sell
61,186
-49,332
-45% -$10.6M 0.02% 539
2025
Q4 		$11.7M Buy
110,518
+86,450
+359% +$16.5M 0.01% 727
2025
Q3 		$4.76M Buy
24,068
+821
+4% +$161K 0.01% 732
2025
Q2 		$4.51M Sell
23,247
-2,032
-8% -$359K 0.01% 730
2025
Q1 		$4.52M Buy
25,279
+4,510
+22% +$855K 0.01% 711
2024
Q4 		$3.9M Sell
20,769
-4,869
-19% -$968K 0.01% 772
2024
Q3 		$4.57M Buy
25,638
+4,033
+19% +$669K 0.01% 779
2024
Q2 		$3.27M Sell
21,605
-3,786
-15% -$553K 0.01% 837
2024
Q1 		$3.69M Sell
25,391
-22,960
-47% -$3.18M 0.01% 798
2023
Q4 		$6.63M Buy
48,351
+23,362
+93% +$2.94M 0.01% 620
2023
Q3 		$3.16M Buy
24,989
+4,215
+20% +$550K 0.01% 763
2023
Q2 		$2.55M Buy
20,774
+2,313
+13% +$280K 0.01% 832
2023
Q1 		$2.21M Buy
18,461
+6,941
+60% +$1.01M 0.01% 810
2022
Q4 		$1.64M Buy
+11,520
New +$1.89M 0.01% 768

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