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 Q3	$60.1K	Buy	276 +167	+153%	+$40.2K	0.02%	332
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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Elevation Wealth Partners's MTB Position: Q3 2026 in Review

Elevation Wealth Partners increased its M&T Bank (MTB) stake by 153% in Q3 2026, buying an estimated $40.2K and bringing the position to 276 shares worth $60.1K. The position accounts for 0.02% of the portfolio, ranked #332.

Elevation Wealth Partners first reported a position in MTB in Q2 2024 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Elevation Wealth Partners held 276 shares of M&T Bank worth $60.1K as of Q3 2026.
Elevation Wealth Partners bought 167 M&T Bank shares in Q3 2026, an estimated $40.2K.
M&T Bank made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #332 holding.
Elevation Wealth Partners first reported a position in M&T Bank in Q2 2024 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.