Emerald Advisors
MTB icon

Emerald Advisors’s M&T Bank MTB Stock Holding History

Emerald 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 		$211K Sell
972
-115
-11% -$27.7K 0.03% 110
2026
Q2 		$259K Sell
1,087
-110
-9% -$24.1K 0.03% 115
2026
Q1 		$247K Buy
+1,197
New +$258K 0.03% 107
2020
Q1 		– Sell
-1,361
Closed -$229K – 97
2019
Q4 		$229K Buy
+1,361
New +$221K 0.22% 82

Other funds holding MTB

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sound Income Strategies
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
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Emerald Advisors's MTB Position: Q3 2026 in Review

Emerald Advisors reduced its M&T Bank (MTB) stake by 11% in Q3 2026, selling an estimated $27.7K and leaving 972 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #110.

Emerald Advisors first reported a position in MTB in Q4 2019 and has held it in 4 quarters since. The position peaked at $259K in Q2 2026. 227 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Emerald Advisors held 972 shares of M&T Bank worth $211K as of Q3 2026.
  • Emerald Advisors sold 115 M&T Bank shares in Q3 2026, an estimated $27.7K.
  • M&T Bank made up 0.03% of Emerald Advisors's portfolio in Q3 2026, its #110 holding.
  • Emerald Advisors first reported a position in M&T Bank in Q4 2019 and has held it in 4 quarters since.
  • Emerald Advisors's M&T Bank position peaked at $259K in Q2 2026.
  • 227 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.