PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s M&T Bank MTB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$119K	Buy	501 +198	+65%	+$43.3K	0.03%	228
2026 Q1	$62.7K	Sell	303 -6	-2%	-$1.29K	0.02%	276
2025 Q4	$62.3K	Buy	309 +2	+0.7%	+$382	0.02%	280
2025 Q3	$60.7K	Sell	307 -29	-9%	-$5.69K	0.02%	257
2025 Q2	$65.2K	Sell	336 -5	-1%	-$882	0.02%	243
2025 Q1	$61K	Buy	341 +47	+16%	+$8.91K	0.02%	243
2024 Q4	$55.4K	Buy	294 +1	+0.3%	+$199	0.02%	249
2024 Q3	$52.2K	Sell	293 -26	-8%	-$4.31K	0.03%	217
2024 Q2	$48.3K	Sell	319 -18	-5%	-$2.63K	0.03%	207
2024 Q1	$49.1K	Sell	337 -44	-12%	-$6.1K	0.03%	193
2023 Q4	$52.3K	Buy	381 +4	+1%	+$503	0.03%	175
2023 Q3	$47.7K	Sell	377 -1,518	-80%	-$198K	0.03%	163
2023 Q2	$235K	Buy	1,895 +178	+10%	+$21.5K	0.17%	72
2023 Q1	$205K	Buy	+1,717	New	+$249K	0.16%	75

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MTB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its M&T Bank (MTB) stake by 65% in Q2 2026, buying an estimated $43.3K and bringing the position to 501 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #228.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MTB in Q1 2023 and has held it in 14 quarters since. The position peaked at $235K in Q2 2023. 681 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 501 shares of M&T Bank worth $119K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 198 M&T Bank shares in Q2 2026, an estimated $43.3K.
M&T Bank made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #228 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in M&T Bank in Q1 2023 and has held it in 14 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s M&T Bank position peaked at $235K in Q2 2023.
681 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.