E. Ohman J:or Asset Management’s M&T Bank MTB Stock Holding History

E. Ohman J:or Asset 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	$1.32M	Hold	5,534	–	–	0.03%	266
2026 Q1	$1.14M	Hold	5,534	–	–	0.03%	262
2025 Q4	$1.11M	Buy	+5,534	New	+$1.06M	0.03%	281
2020 Q2	–	Sell	-3,200	Closed	-$331K	–	453
2020 Q1	$331K	Buy	+3,200	New	+$471K	0.02%	275
2019 Q2	–	Sell	-3,700	Closed	-$581K	–	389
2019 Q1	$581K	Buy	+3,700	New	+$608K	0.04%	224
2018 Q2	–	Sell	-3,100	Closed	-$572K	–	475
2018 Q1	$572K	Sell	3,100 -500	-14%	-$93.2K	0.05%	224
2017 Q4	$616K	Sell	3,600 -400	-10%	-$66.4K	0.05%	224
2017 Q3	$644K	Buy	4,000 +100	+3%	+$15.7K	0.06%	214
2017 Q2	$632K	Hold	3,900	–	–	0.06%	211
2017 Q1	$603K	Buy	3,900 +700	+22%	+$113K	0.07%	216
2016 Q4	$501K	Hold	3,200	–	–	0.07%	214
2016 Q3	$372K	Buy	3,200 +900	+39%	+$105K	0.06%	248
2016 Q2	$272K	Hold	2,300	–	–	0.05%	283
2016 Q1	$255K	Hold	2,300	–	–	0.05%	280
2015 Q4	$279K	Hold	2,300	–	–	0.05%	266
2015 Q3	$280K	Hold	2,300	–	–	0.08%	246
2015 Q2	$287K	Hold	2,300	–	–	0.07%	268
2015 Q1	$292K	Hold	2,300	–	–	0.07%	276
2014 Q4	$293K	Hold	2,300	–	–	0.07%	269
2014 Q3	$284K	Hold	2,300	–	–	0.07%	269
2014 Q2	$285K	Sell	2,300 -900	-28%	-$110K	0.07%	277
2014 Q1	$388K	Hold	3,200	–	–	0.1%	223
2013 Q4	$372K	Hold	3,200	–	–	0.09%	243
2013 Q3	$358K	Hold	3,200	–	–	0.09%	242
2013 Q2	$358K	Buy	+3,200	New	+$330K	0.1%	221

Other funds holding MTB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

E. Ohman J:or Asset Management's MTB Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its M&T Bank (MTB) position steady in Q2 2026 at 5,534 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #266.

E. Ohman J:or Asset Management first reported a position in MTB in Q2 2013 and has held it in 25 quarters since. 205 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

E. Ohman J:or Asset Management held 5,534 shares of M&T Bank worth $1.32M as of Q2 2026.
E. Ohman J:or Asset Management left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.03% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #266 holding.
E. Ohman J:or Asset Management first reported a position in M&T Bank in Q2 2013 and has held it in 25 quarters since.
205 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.