Cornerstone Planning Group’s M&T Bank MTB Stock Holding History

Cornerstone Planning 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 Q3	–	Sell	-114	Closed	-$28.5K	–	1117
2026 Q2	$28.5K	Buy	114 +5	+5%	+$1.09K	﹤0.01%	566
2026 Q1	$23.3K	Buy	109 +17	+18%	+$3.66K	﹤0.01%	626
2025 Q4	$19.8K	Sell	92 -449	-83%	-$85.8K	﹤0.01%	591
2025 Q3	$98.9K	Buy	541 +1	+0.2%	+$196	0.02%	212
2025 Q2	$102K	Buy	540 +458	+559%	+$80.8K	0.02%	141
2025 Q1	$13.6K	Buy	82 +77	+1,540%	+$14.6K	﹤0.01%	490
2024 Q4	$1K	Hold	5	–	–	﹤0.01%	954
2024 Q3	$979	Buy	5 +3	+150%	+$497	﹤0.01%	936
2024 Q2	$320	Buy	+2	New	+$292	﹤0.01%	1136

Other funds holding MTB

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Cornerstone Planning Group's MTB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of M&T Bank (MTB) in Q3 2026, closing a stake of 114 shares — an estimated $28.5K sold.

Cornerstone Planning Group first reported a position in MTB in Q2 2024 and held it in 9 quarters. The position peaked at $102K in Q2 2025. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Cornerstone Planning Group reported no remaining M&T Bank position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 114 M&T Bank shares in Q3 2026, an estimated $28.5K.
Cornerstone Planning Group first reported a position in M&T Bank in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's M&T Bank position peaked at $102K in Q2 2025.
286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.