Donoghue Forlines’s M&T Bank MTB Stock Holding History

Donoghue Forlines’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	$1.7M	Buy	7,833 +107	+1%	+$25.8K	0.43%	91
2026 Q2	$1.84M	Sell	7,726 -13,036	-63%	-$2.85M	0.48%	67
2026 Q1	$4.29M	Buy	20,762 +13,498	+186%	+$2.91M	1.19%	13
2025 Q4	$1.46M	Sell	7,264 -240	-3%	-$45.9K	0.45%	89
2025 Q3	$1.48M	Sell	7,504 -479	-6%	-$94K	0.46%	84
2025 Q2	$1.55M	Sell	7,983 -470	-6%	-$82.9K	0.44%	65
2025 Q1	$1.51M	Buy	+8,453	New	+$1.6M	0.48%	72

Other funds holding MTB

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Absher Wealth Management Chapel Hill, North Carolina $895M AUM 12.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Donoghue Forlines's MTB Position: Q3 2026 in Review

Donoghue Forlines increased its M&T Bank (MTB) stake by 1.4% in Q3 2026, buying an estimated $25.8K and bringing the position to 7,833 shares worth $1.7M. The position accounts for 0.43% of the portfolio, ranked #91.

Donoghue Forlines first reported a position in MTB in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.29M in Q1 2026. 528 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Donoghue Forlines held 7,833 shares of M&T Bank worth $1.7M as of Q3 2026.
Donoghue Forlines bought 107 M&T Bank shares in Q3 2026, an estimated $25.8K.
M&T Bank made up 0.43% of Donoghue Forlines's portfolio in Q3 2026, its #91 holding.
Donoghue Forlines first reported a position in M&T Bank in Q1 2025 and has held it in 7 quarters since.
Donoghue Forlines's M&T Bank position peaked at $4.29M in Q1 2026.
528 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.