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Elevation Wealth Partners’s M&T Bank MTB Stock Holding History

Elevation Wealth Partners’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 		$25.9K Buy
+109
New +$23.8K 0.01% 500
2025
Q4 		– Sell
-10
Closed -$1.98K – 997
2025
Q3 		$1.98K Buy
+10
New +$1.96K ﹤0.01% 652
2024
Q3 		– Sell
-29
Closed -$4.39K – 526
2024
Q2 		$4.39K Buy
+29
New +$4.24K ﹤0.01% 391

Other funds holding MTB

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
SC
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Elevation Wealth Partners's MTB Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in M&T Bank (MTB) in Q2 2026: 109 shares worth $25.9K. The stake represents 0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in MTB as recently as Q3 2025.

Elevation Wealth Partners first reported a position in MTB in Q2 2024 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Elevation Wealth Partners held 109 shares of M&T Bank worth $25.9K as of Q2 2026.
  • M&T Bank was a new Elevation Wealth Partners position in Q2 2026.
  • M&T Bank made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #500 holding.
  • Elevation Wealth Partners first reported a position in M&T Bank in Q2 2024 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.