Formidable Asset Management’s M&T Bank MTB Stock Holding History

Formidable Asset Management’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	$214K	Buy	+900	New	+$217K	0.03%	374
2019 Q2	–	Sell	-12,447	Closed	-$607K	–	299
2019 Q1	$607K	Buy	+12,447	New	+$2.04M	0.24%	86
2016 Q2	–	Sell	-400	Closed	-$47K	–	324
2016 Q1	$47K	Hold	400	–	–	0.03%	208
2015 Q4	$46K	Hold	400	–	–	0.03%	227
2015 Q3	$48K	Hold	400	–	–	0.03%	233
2015 Q2	$50K	Hold	400	–	–	0.03%	213
2015 Q1	$49K	Buy	400 +200	+100%	+$24.2K	0.03%	206
2014 Q4	$25K	Hold	200	–	–	0.02%	247
2014 Q3	$24K	Hold	200	–	–	0.02%	244
2014 Q2	$25K	Hold	200	–	–	0.02%	259
2014 Q1	$24K	Hold	200	–	–	0.02%	240
2013 Q4	$23K	Hold	200	–	–	0.02%	256
2013 Q3	$22K	Buy	+200	New	+$23.1K	0.02%	231

Other funds holding MTB

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

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 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

Citigroup New York $308B AUM 40.94% 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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Absher Wealth Management Chapel Hill, North Carolina $895M AUM 12.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Formidable Asset Management's MTB Position: Q3 2026 in Review

Formidable Asset Management opened a new position in M&T Bank (MTB) in Q3 2026: 900 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #374 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in MTB as recently as Q1 2019.

Formidable Asset Management first reported a position in MTB in Q3 2013 and has held it in 13 quarters since. The position peaked at $607K in Q1 2019. 571 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Formidable Asset Management held 900 shares of M&T Bank worth $214K as of Q3 2026.
M&T Bank was a new Formidable Asset Management position in Q3 2026.
M&T Bank made up 0.03% of Formidable Asset Management's portfolio in Q3 2026, its #374 holding.
Formidable Asset Management first reported a position in M&T Bank in Q3 2013 and has held it in 13 quarters since.
Formidable Asset Management's M&T Bank position peaked at $607K in Q1 2019.
571 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.