Elevated Capital Advisors
MTB icon

Elevated Capital Advisors’s M&T Bank MTB Stock Holding History

Elevated Capital Advisors’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 		$2.39K Hold
11
– – ﹤0.01% 655
2026
Q2 		$2.62K Hold
11
– – ﹤0.01% 634
2026
Q1 		$2.27K Hold
11
– – ﹤0.01% 636
2025
Q4 		$2.22K Buy
+11
New +$2.1K ﹤0.01% 614

Other funds holding MTB

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Elevated Capital Advisors's MTB Position: Q3 2026 in Review

Elevated Capital Advisors held its M&T Bank (MTB) position steady in Q3 2026 at 11 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Elevated Capital Advisors first reported a position in MTB in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.62K in Q2 2026. 686 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Elevated Capital Advisors held 11 shares of M&T Bank worth $2.39K as of Q3 2026.
  • Elevated Capital Advisors left its M&T Bank share count unchanged in Q3 2026.
  • M&T Bank made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #655 holding.
  • Elevated Capital Advisors first reported a position in M&T Bank in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's M&T Bank position peaked at $2.62K in Q2 2026.
  • 686 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.