FFA
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Farther Finance Advisors’s M&T Bank MTB Stock Holding History

Farther Finance 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 		$1.47M Sell
6,170
-374
-6% -$81.8K 0.01% 883
2026
Q1 		$1.37M Buy
6,544
+2,089
+47% +$450K 0.01% 814
2025
Q4 		$898K Buy
4,455
+771
+21% +$147K 0.01% 946
2025
Q3 		$728K Sell
3,684
-732
-17% -$144K 0.01% 881
2025
Q2 		$857K Buy
4,416
+1,690
+62% +$298K 0.02% 664
2025
Q1 		$481K Buy
2,726
+99
+4% +$18.8K 0.01% 799
2024
Q4 		$494K Sell
2,627
-26
-1% -$5.17K 0.02% 588
2024
Q3 		$473K Buy
2,653
+509
+24% +$84.4K 0.02% 610
2024
Q2 		$321K Buy
2,144
+145
+7% +$21.2K 0.02% 645
2024
Q1 		$286K Sell
1,999
-39
-2% -$5.4K 0.02% 570
2023
Q4 		$279K Buy
2,038
+1,669
+452% +$210K 0.02% 471
2023
Q3 		$46.7K Buy
369
+72
+24% +$9.39K 0.01% 793
2023
Q2 		$36.8K Buy
297
+10
+3% +$1.21K 0.01% 768
2023
Q1 		$34.4K Sell
287
-8
-3% -$1.16K 0.01% 721
2022
Q4 		$42.8K Buy
+295
New +$48.5K 0.02% 523

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
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
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

Farther Finance Advisors's MTB Position: Q2 2026 in Review

Farther Finance Advisors reduced its M&T Bank (MTB) stake by 5.7% in Q2 2026, selling an estimated $81.8K and leaving 6,170 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #883.

Farther Finance Advisors first reported a position in MTB in Q4 2022 and has held it in 15 quarters since. 254 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Farther Finance Advisors held 6,170 shares of M&T Bank worth $1.47M as of Q2 2026.
  • Farther Finance Advisors sold 374 M&T Bank shares in Q2 2026, an estimated $81.8K.
  • M&T Bank made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #883 holding.
  • Farther Finance Advisors first reported a position in M&T Bank in Q4 2022 and has held it in 15 quarters since.
  • 254 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.