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Dopkins Wealth Management’s M&T Bank MTB Stock Holding History

Dopkins Wealth Management’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 		$917K Sell
3,851
-2,220
-37% -$485K 0.33% 45
2026
Q1 		$1.26M Buy
6,071
+2,214
+57% +$477K 0.5% 36
2025
Q4 		$777K Sell
3,857
-265
-6% -$50.6K 0.32% 44
2025
Q3 		$815K Buy
4,122
+83
+2% +$16.3K 0.34% 43
2025
Q2 		$783K Sell
4,039
-2,198
-35% -$388K 0.35% 44
2025
Q1 		$1.11M Buy
6,237
+273
+5% +$51.8K 0.57% 34
2024
Q4 		$1.12M Buy
5,964
+4,800
+412% +$954K 0.57% 35
2024
Q3 		$207K Sell
1,164
-1,433
-55% -$238K 0.17% 61
2024
Q2 		$393K Sell
2,597
-2,347
-47% -$343K 0.24% 51
2024
Q1 		$719K Buy
4,944
+11
+0.2% +$1.52K 0.43% 31
2023
Q4 		$676K Buy
4,933
+11
+0.2% +$1.38K 0.53% 25
2023
Q3 		$622K Buy
4,922
+1,004
+26% +$131K 0.47% 28
2023
Q2 		$485K Buy
3,918
+62
+2% +$7.5K 0.43% 23
2023
Q1 		$461K Buy
+3,856
New +$560K 0.43% 24
2022
Q4 		– Sell
-1,273
Closed -$224K – 45
2022
Q3 		$224K Sell
1,273
-1,564
-55% -$277K 0.25% 38
2022
Q2 		$452K Buy
2,837
+7
+0.2% +$1.18K 0.49% 21
2022
Q1 		$480K Sell
2,830
-62
-2% -$10.9K 0.52% 22
2021
Q4 		$444K Buy
+2,892
New +$444K 0.44% 24

Other funds holding MTB

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 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 $59.6B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 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