CX Institutional
MTB icon

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
Q3 		$358K Sell
1,646
-4
-0.2% -$963 0.01% 563
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% -$7.56K 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

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

CX Institutional's MTB Position: Q3 2026 in Review

CX Institutional reduced its M&T Bank (MTB) stake by 0.24% in Q3 2026, selling an estimated $963 and leaving 1,646 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #563.

CX Institutional first reported a position in MTB in Q1 2019 and has held it in 21 quarters since. The position peaked at $393K in Q2 2026. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • CX Institutional held 1,646 shares of M&T Bank worth $358K as of Q3 2026.
  • CX Institutional sold 4 M&T Bank shares in Q3 2026, an estimated $963.
  • M&T Bank made up 0.01% of CX Institutional's portfolio in Q3 2026, its #563 holding.
  • CX Institutional first reported a position in M&T Bank in Q1 2019 and has held it in 21 quarters since.
  • CX Institutional's M&T Bank position peaked at $393K in Q2 2026.
  • 286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.