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Farrell Financial’s M&T Bank MTB Stock Holding History

Farrell Financial’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 		$769K Buy
3,231
+7
+0.2% +$1.53K 0.42% 41
2026
Q1 		$666K Sell
3,224
-288
-8% -$62K 0.4% 43
2025
Q4 		$708K Sell
3,512
-45
-1% -$8.6K 0.42% 42
2025
Q3 		$703K Sell
3,557
-49
-1% -$9.62K 0.44% 40
2025
Q2 		$700K Buy
3,606
+505
+16% +$89.1K 0.47% 40
2025
Q1 		$554K Buy
3,101
+1,901
+158% +$361K 0.4% 43
2024
Q4 		$226K Buy
1,200
+8
+0.7% +$1.59K 0.16% 57
2024
Q3 		$250K Sell
1,192
-238
-17% -$39.5K 0.18% 57
2024
Q2 		$216K Sell
1,430
-14
-1% -$2.04K 0.17% 61
2024
Q1 		$210K Buy
+1,444
New +$200K 0.17% 63

Other funds holding MTB

SC
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
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
SW
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return