Emergent Wealth Advisors’s M&T Bank MTB Stock Holding History

Emergent Wealth 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 Q2	$923K	Buy	3,879 +13	+0.3%	+$2.84K	0.48%	40
2026 Q1	$799K	Buy	3,866 +15	+0.4%	+$3.23K	0.47%	37
2025 Q4	$776K	Buy	3,851 +16	+0.4%	+$3.06K	0.44%	49
2025 Q3	$758K	Buy	3,835 +15	+0.4%	+$2.94K	0.44%	43
2025 Q2	$741K	Buy	3,820 +14	+0.4%	+$2.47K	0.47%	43
2025 Q1	$680K	Buy	3,806 +16	+0.4%	+$3.04K	0.49%	40
2024 Q4	$713K	Buy	3,790 +14	+0.4%	+$2.78K	0.52%	40
2024 Q3	$673K	Buy	3,776 +15	+0.4%	+$2.49K	0.5%	40
2024 Q2	$569K	Buy	3,761 +36	+1%	+$5.26K	0.46%	44
2024 Q1	$542K	Buy	3,725 +18	+0.5%	+$2.49K	0.47%	40
2023 Q4	$508K	Buy	+3,707	New	+$466K	0.47%	40

Other funds holding MTB

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return