EWM
MTB icon

Empirical Wealth Management’s M&T Bank MTB Stock Holding History

Empirical Wealth Management’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 		$1.41M Buy
5,923
+1,619
+38% +$354K 0.02% 333
2026
Q1 		$890K Buy
4,304
+757
+21% +$163K 0.02% 383
2025
Q4 		$715K Sell
3,547
-3,087
-47% -$590K 0.01% 409
2025
Q3 		$1.31M Sell
6,634
-31,487
-83% -$6.18M 0.03% 291
2025
Q2 		$7.4M Buy
38,121
+316
+0.8% +$55.8K 0.17% 103
2025
Q1 		$6.76M Buy
+37,805
New +$7.17M 0.17% 106

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
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
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Empirical Wealth Management's MTB Position: Q2 2026 in Review

Empirical Wealth Management increased its M&T Bank (MTB) stake by 38% in Q2 2026, buying an estimated $354K and bringing the position to 5,923 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #333.

Empirical Wealth Management first reported a position in MTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.4M in Q2 2025. 220 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Empirical Wealth Management held 5,923 shares of M&T Bank worth $1.41M as of Q2 2026.
  • Empirical Wealth Management bought 1,619 M&T Bank shares in Q2 2026, an estimated $354K.
  • M&T Bank made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Empirical Wealth Management first reported a position in M&T Bank in Q1 2025 and has held it in 6 quarters since.
  • Empirical Wealth Management's M&T Bank position peaked at $7.4M in Q2 2025.
  • 220 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.