Financial Management Network’s M&T Bank MTB Stock Holding History

Financial Management Network’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	$306K	Buy	1,397 +4	+0.3%	+$963	0.04%	164
2026 Q2	$347K	Sell	1,393 -319	-19%	-$69.8K	0.05%	160
2026 Q1	$382K	Sell	1,712 -460	-21%	-$99K	0.06%	143
2025 Q4	$443K	Sell	2,172 -140	-6%	-$26.7K	0.07%	124
2025 Q3	$439K	Sell	2,312 -335	-13%	-$65.7K	0.07%	125
2025 Q2	$536K	Sell	2,647 -125	-5%	-$22.1K	0.1%	115
2025 Q1	$437K	Sell	2,772 -139	-5%	-$26.4K	0.1%	113
2024 Q4	$558K	Sell	2,911 -1,206	-29%	-$240K	0.12%	101
2024 Q3	$736K	Sell	4,117 -134	-3%	-$22.2K	0.15%	90
2024 Q2	$623K	Buy	4,251 +9	+0.2%	+$1.32K	0.15%	91
2024 Q1	$586K	Buy	4,242 +27	+0.6%	+$3.74K	0.15%	92
2023 Q4	$583K	Buy	+4,215	New	+$530K	0.17%	83

Other funds holding MTB

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Financial Management Network's MTB Position: Q3 2026 in Review

Financial Management Network increased its M&T Bank (MTB) stake by 0.29% in Q3 2026, buying an estimated $963 and bringing the position to 1,397 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #164.

Financial Management Network first reported a position in MTB in Q4 2023 and has held it in 12 quarters since. The position peaked at $736K in Q3 2024. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Financial Management Network held 1,397 shares of M&T Bank worth $306K as of Q3 2026.
Financial Management Network bought 4 M&T Bank shares in Q3 2026, an estimated $963.
M&T Bank made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #164 holding.
Financial Management Network first reported a position in M&T Bank in Q4 2023 and has held it in 12 quarters since.
Financial Management Network's M&T Bank position peaked at $736K in Q3 2024.
286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.