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

Financial Management Professionals’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 		$8.81K Hold
37
– – ﹤0.01% 609
2026
Q1 		$7.65K Buy
37
+9
+32% +$1.94K ﹤0.01% 571
2025
Q4 		$5.64K Buy
28
+3
+12% +$573 ﹤0.01% 609
2025
Q3 		$4.94K Buy
25
+5
+25% +$981 ﹤0.01% 610
2025
Q2 		$3.88K Sell
20
-13
-39% -$2.29K ﹤0.01% 665
2025
Q1 		$5.9K Buy
33
+13
+65% +$2.47K ﹤0.01% 607
2024
Q4 		$3.76K Hold
20
– – ﹤0.01% 654
2024
Q3 		$4K Buy
20
+7
+54% +$1.16K ﹤0.01% 659
2024
Q2 		$2K Buy
13
+10
+333% +$1.46K ﹤0.01% 710
2024
Q1 		$0 Sell
3
-34
-92% -$4.71K ﹤0.01% 1030
2023
Q4 		$5K Buy
37
+33
+825% +$4.15K ﹤0.01% 654
2023
Q3 		$1K Buy
+4
New +$522 ﹤0.01% 811
2023
Q2 		– Sell
-2
Closed – – 1042
2023
Q1 		$0 Sell
2
-11
-85% -$1.6K ﹤0.01% 1090
2022
Q4 		$2K Sell
13
-4
-24% -$658 ﹤0.01% 749
2022
Q3 		$3K Hold
17
– – ﹤0.01% 691
2022
Q2 		$3K Hold
17
– – ﹤0.01% 705
2022
Q1 		$3K Buy
17
+15
+750% +$2.65K ﹤0.01% 727
2021
Q4 		$0 Buy
+2
New +$307 ﹤0.01% 1040
2020
Q3 		– Sell
-24
Closed -$2K – 620
2020
Q2 		$2K Buy
+24
New +$2.53K ﹤0.01% 508

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
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
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Financial Management Professionals's MTB Position: Q2 2026 in Review

Financial Management Professionals held its M&T Bank (MTB) position steady in Q2 2026 at 37 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Financial Management Professionals first reported a position in MTB in Q2 2020 and has held it in 19 quarters since. 205 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Financial Management Professionals held 37 shares of M&T Bank worth $8.81K as of Q2 2026.
  • Financial Management Professionals left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #609 holding.
  • Financial Management Professionals first reported a position in M&T Bank in Q2 2020 and has held it in 19 quarters since.
  • 205 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.