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Everhart Financial Group’s M&T Bank MTB Stock Holding History

Everhart Financial Group’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 		$556K Sell
2,335
-5
-0.2% -$1.09K 0.04% 262
2026
Q1 		$484K Buy
2,340
+883
+61% +$190K 0.04% 283
2025
Q4 		$294K Buy
1,457
+176
+14% +$33.6K 0.03% 329
2025
Q3 		$253K Buy
+1,281
New +$251K 0.03% 337

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

Everhart Financial Group's MTB Position: Q2 2026 in Review

Everhart Financial Group reduced its M&T Bank (MTB) stake by 0.21% in Q2 2026, selling an estimated $1.09K and leaving 2,335 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #262.

Everhart Financial Group first reported a position in MTB in Q3 2025 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Everhart Financial Group held 2,335 shares of M&T Bank worth $556K as of Q2 2026.
  • Everhart Financial Group sold 5 M&T Bank shares in Q2 2026, an estimated $1.09K.
  • M&T Bank made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #262 holding.
  • Everhart Financial Group first reported a position in M&T Bank in Q3 2025 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.