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

DiNuzzo 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
Q2 		$15.4K Buy
65
+1
+2% +$219 ﹤0.01% 234
2026
Q1 		$13.3K Hold
64
– – ﹤0.01% 239
2025
Q4 		$12.9K Buy
64
+3
+5% +$573 ﹤0.01% 240
2025
Q3 		$12.4K Hold
61
– – ﹤0.01% 237
2025
Q2 		$11.9K Sell
61
-1
-2% -$176 ﹤0.01% 235
2025
Q1 		$11.1K Hold
62
– – ﹤0.01% 238
2024
Q4 		$11.6K Buy
62
+3
+5% +$596 ﹤0.01% 220
2024
Q3 		$10.5K Buy
59
+29
+97% +$4.81K ﹤0.01% 245
2024
Q2 		$4.54K Buy
30
+21
+233% +$3.07K ﹤0.01% 308
2024
Q1 		$1.31K Hold
9
– – ﹤0.01% 631
2023
Q4 		$1.23K Buy
+9
New +$1.13K ﹤0.01% 627

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

DiNuzzo Private Wealth's MTB Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its M&T Bank (MTB) stake by 1.6% in Q2 2026, buying an estimated $219 and bringing the position to 65 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

DiNuzzo Private Wealth first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • DiNuzzo Private Wealth held 65 shares of M&T Bank worth $15.4K as of Q2 2026.
  • DiNuzzo Private Wealth bought 1 M&T Bank share in Q2 2026, an estimated $219.
  • M&T Bank made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #234 holding.
  • DiNuzzo Private Wealth first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • 205 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.