Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s M&T Bank MTB Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-2
Closed -$450 – 580
2026
Q2 		$450 Buy
+2
New +$437 ﹤0.01% 549
2025
Q4 		– Sell
-42
Closed -$8.3K – 610
2025
Q3 		$8.3K Buy
+42
New +$8.24K ﹤0.01% 350
2025
Q2 		– Sell
-9
Closed -$1.61K – 524
2025
Q1 		$1.61K Buy
+9
New +$1.71K ﹤0.01% 418

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Smead Capital Management
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Miller Howard Investments
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Absher Wealth Management
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Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Halbert Hargrove Global Advisors's MTB Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of M&T Bank (MTB) in Q3 2026, closing a stake of 2 shares — an estimated $450 sold.

Halbert Hargrove Global Advisors first reported a position in MTB in Q1 2025 and held it in 3 quarters. The position peaked at $8.3K in Q3 2025. 564 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining M&T Bank position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 M&T Bank shares in Q3 2026, an estimated $450.
  • Halbert Hargrove Global Advisors first reported a position in M&T Bank in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's M&T Bank position peaked at $8.3K in Q3 2025.
  • 564 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.