Fiduciary Alliance’s M&T Bank MTB Stock Holding History

Fiduciary Alliance’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	$3.34M	Buy	15,369 +2,051	+15%	+$494K	0.25%	104
2026 Q2	$3.17M	Sell	13,318 -1,977	-13%	-$432K	0.21%	129
2026 Q1	$3.32M	Sell	15,295 -4,478	-23%	-$964K	0.2%	125
2025 Q4	$3.98M	Sell	19,773 -5,423	-22%	-$1.04M	0.26%	90
2025 Q3	$4.98M	Sell	25,196 -709	-3%	-$139K	0.33%	74
2025 Q2	$5.03M	Buy	25,905 +462	+2%	+$81.5K	0.37%	67
2025 Q1	$4.55M	Sell	25,443 -548	-2%	-$104K	0.45%	60
2024 Q4	$4.89M	Buy	25,991 +2,086	+9%	+$415K	0.49%	57
2024 Q3	$4.26M	Buy	23,905 +2,247	+10%	+$373K	0.56%	50
2024 Q2	$3.29M	Sell	21,658 -390	-2%	-$57K	0.53%	54
2024 Q1	$3.16M	Buy	+22,048	New	+$3.05M	0.56%	53
2023 Q3	–	Sell	-91	Closed	-$11.3K	–	648
2023 Q2	$11.3K	Buy	+91	New	+$11K	﹤0.01%	538

Other funds holding MTB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Fiduciary Alliance's MTB Position: Q3 2026 in Review

Fiduciary Alliance increased its M&T Bank (MTB) stake by 15% in Q3 2026, buying an estimated $494K and bringing the position to 15,369 shares worth $3.34M. The position accounts for 0.25% of the portfolio, ranked #104.

Fiduciary Alliance first reported a position in MTB in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.03M in Q2 2025. 648 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Fiduciary Alliance held 15,369 shares of M&T Bank worth $3.34M as of Q3 2026.
Fiduciary Alliance bought 2,051 M&T Bank shares in Q3 2026, an estimated $494K.
M&T Bank made up 0.25% of Fiduciary Alliance's portfolio in Q3 2026, its #104 holding.
Fiduciary Alliance first reported a position in M&T Bank in Q2 2023 and has held it in 12 quarters since.
Fiduciary Alliance's M&T Bank position peaked at $5.03M in Q2 2025.
648 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.