GoalVest Advisory’s M&T Bank MTB Stock Holding History

GoalVest Advisory’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	$16.1K	Buy	+74	New	+$17.8K	﹤0.01%	351
2023 Q4	–	Sell	-2	Closed	-$253	–	451
2023 Q3	$253	Buy	+2	New	+$261	﹤0.01%	467

Other funds holding MTB

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

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GoalVest Advisory's MTB Position: Q3 2026 in Review

GoalVest Advisory opened a new position in M&T Bank (MTB) in Q3 2026: 74 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MTB as recently as Q3 2023.

GoalVest Advisory first reported a position in MTB in Q3 2023 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

GoalVest Advisory held 74 shares of M&T Bank worth $16.1K as of Q3 2026.
M&T Bank was a new GoalVest Advisory position in Q3 2026.
M&T Bank made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #351 holding.
GoalVest Advisory first reported a position in M&T Bank in Q3 2023 and has held it in 2 quarters since.
36 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.