Curated Wealth Partners’s M&T Bank MTB Stock Holding History

Curated Wealth Partners’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	$661K	Buy	+15,297	New	+$3.34M	0.09%	213

Other funds holding MTB

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Curated Wealth Partners's MTB Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in M&T Bank (MTB) in Q2 2026: 15,297 shares worth $661K. The stake represents 0.09% of the portfolio and ranks #213 among its holdings.

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

Curated Wealth Partners held 15,297 shares of M&T Bank worth $661K as of Q2 2026.
M&T Bank was a new Curated Wealth Partners position in Q2 2026.
M&T Bank made up 0.09% of Curated Wealth Partners's portfolio in Q2 2026, its #213 holding.
372 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.