Financial Management Professionals
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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
Q3 		$5.66K Sell
26
-11
-30% -$2.65K ﹤0.01% 661
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% +$2.64K ﹤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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

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

Financial Management Professionals reduced its M&T Bank (MTB) stake by 30% in Q3 2026, selling an estimated $2.65K and leaving 26 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Financial Management Professionals first reported a position in MTB in Q2 2020 and has held it in 20 quarters since. The position peaked at $8.81K in Q2 2026. 858 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Financial Management Professionals held 26 shares of M&T Bank worth $5.66K as of Q3 2026.
  • Financial Management Professionals sold 11 M&T Bank shares in Q3 2026, an estimated $2.65K.
  • M&T Bank made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #661 holding.
  • Financial Management Professionals first reported a position in M&T Bank in Q2 2020 and has held it in 20 quarters since.
  • Financial Management Professionals's M&T Bank position peaked at $8.81K in Q2 2026.
  • 858 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.