CI
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CX Institutional’s M&T Bank MTB Stock Holding History

CX Institutional’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 		$393K Buy
1,650
+54
+3% +$11.8K 0.01% 534
2026
Q1 		$330K Sell
1,596
-26
-2% -$5.6K 0.01% 577
2025
Q4 		$327K Buy
1,622
+19
+1% +$3.63K 0.01% 548
2025
Q3 		$317K Buy
1,603
+23
+1% +$4.51K 0.01% 555
2025
Q2 		$307K Buy
1,580
+224
+17% +$39.5K 0.01% 500
2025
Q1 		$242K Sell
1,356
-10
-0.7% -$1.9K 0.01% 531
2024
Q4 		$257K Buy
1,366
+11
+0.8% +$2.19K 0.01% 468
2024
Q3 		$241K Buy
+1,355
New +$225K 0.01% 510
2022
Q3 		– Sell
-416
Closed -$66K – 895
2022
Q2 		$66K Buy
+416
New +$69.9K 0.01% 620
2021
Q4 		– Sell
-271
Closed -$40K – 714
2021
Q3 		$40K Buy
271
+59
+28% +$8.18K ﹤0.01% 620
2021
Q2 		$31K Buy
212
+27
+15% +$4.22K ﹤0.01% 655
2021
Q1 		$28K Buy
185
+40
+28% +$5.9K ﹤0.01% 609
2020
Q4 		$18K Sell
145
-39
-21% -$4.44K ﹤0.01% 630
2020
Q3 		$17K Sell
184
-67
-27% -$6.85K ﹤0.01% 583
2020
Q2 		$26K Buy
251
+59
+31% +$6.23K ﹤0.01% 402
2020
Q1 		$20K Sell
192
-74
-28% -$10.9K ﹤0.01% 383
2019
Q4 		$45K Sell
266
-58
-18% -$9.41K 0.01% 289
2019
Q3 		$51K Sell
324
-48
-13% -$7.55K 0.01% 294
2019
Q2 		$63K Buy
372
+74
+25% +$12.3K 0.01% 306
2019
Q1 		$47K Buy
+298
New +$48.9K 0.01% 331

Other funds holding MTB

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return