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Douglas Lane & Associates’s M&T Bank MTB Stock Holding History

Douglas Lane & Associates’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 		– Sell
-944
Closed -$225K – 252
2026
Q2 		$225K Buy
+944
New +$206K ﹤0.01% 244
2020
Q3 		– Sell
-2,035
Closed -$212K – 208
2020
Q2 		$212K Sell
2,035
-99
-5% -$10.5K ﹤0.01% 196
2020
Q1 		$221K Sell
2,134
-1,799
-46% -$265K 0.01% 184
2019
Q4 		$668K Sell
3,933
-200
-5% -$32.5K 0.01% 156
2019
Q3 		$653K Hold
4,133
– – 0.01% 156
2019
Q2 		$703K Sell
4,133
-800
-16% -$133K 0.01% 157
2019
Q1 		$775K Sell
4,933
-1,595
-24% -$262K 0.02% 156
2018
Q4 		$934K Buy
+6,528
New +$1.04M 0.02% 143

Other funds holding MTB

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SIS
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
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Douglas Lane & Associates's MTB Position: Q3 2026 in Review

Douglas Lane & Associates sold out of M&T Bank (MTB) in Q3 2026, closing a stake of 944 shares — an estimated $225K sold.

Douglas Lane & Associates first reported a position in MTB in Q4 2018 and held it in 8 quarters. The position peaked at $934K in Q4 2018. 87 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Douglas Lane & Associates reported no remaining M&T Bank position as of Q3 2026 after selling out during the quarter.
  • Douglas Lane & Associates sold 944 M&T Bank shares in Q3 2026, an estimated $225K.
  • Douglas Lane & Associates first reported a position in M&T Bank in Q4 2018 and held it in 8 quarters.
  • Douglas Lane & Associates's M&T Bank position peaked at $934K in Q4 2018.
  • 87 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.