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

Evermay 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
Q3 		$32K Hold
147
– – ﹤0.01% 390
2026
Q2 		$35K Hold
147
– – ﹤0.01% 391
2026
Q1 		$30.4K Hold
147
– – ﹤0.01% 351
2025
Q4 		$29.6K Hold
147
– – ﹤0.01% 355
2025
Q3 		$29.1K Hold
147
– – ﹤0.01% 361
2025
Q2 		$28.5K Buy
+147
New +$25.9K ﹤0.01% 363
2024
Q1 		– Sell
-3
Closed -$412 – 693
2023
Q4 		$412 Buy
+3
New +$377 ﹤0.01% 581

Other funds holding MTB

Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Evermay Wealth Management's MTB Position: Q3 2026 in Review

Evermay Wealth Management held its M&T Bank (MTB) position steady in Q3 2026 at 147 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Evermay Wealth Management first reported a position in MTB in Q4 2023 and has held it in 7 quarters since. The position peaked at $35K in Q2 2026. 648 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Evermay Wealth Management held 147 shares of M&T Bank worth $32K as of Q3 2026.
  • Evermay Wealth Management left its M&T Bank share count unchanged in Q3 2026.
  • M&T Bank made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #390 holding.
  • Evermay Wealth Management first reported a position in M&T Bank in Q4 2023 and has held it in 7 quarters since.
  • Evermay Wealth Management's M&T Bank position peaked at $35K in Q2 2026.
  • 648 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.