HBW Advisory Services’s M&T Bank MTB Stock Holding History

HBW Advisory Services’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	$277K	Buy	1,275 +45	+4%	+$10.8K	0.03%	379
2026 Q2	$293K	Buy	1,230 +11	+0.9%	+$2.4K	0.03%	387
2026 Q1	$252K	Buy	1,219 +12	+1%	+$2.58K	0.03%	384
2025 Q4	$243K	Sell	1,207 -9	-0.7%	-$1.72K	0.03%	380
2025 Q3	$240K	Buy	1,216 +8	+0.7%	+$1.57K	0.03%	369
2025 Q2	$234K	Hold	1,208	–	–	0.03%	362
2025 Q1	$216K	Sell	1,208 -60	-5%	-$11.4K	0.03%	357
2024 Q4	$238K	Buy	1,268 +14	+1%	+$2.78K	0.02%	327
2024 Q3	$223K	Buy	+1,254	New	+$208K	0.03%	332

Other funds holding MTB

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

HBW Advisory Services's MTB Position: Q3 2026 in Review

HBW Advisory Services increased its M&T Bank (MTB) stake by 3.7% in Q3 2026, buying an estimated $10.8K and bringing the position to 1,275 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #379.

HBW Advisory Services first reported a position in MTB in Q3 2024 and has held it in 9 quarters since. The position peaked at $293K in Q2 2026. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

HBW Advisory Services held 1,275 shares of M&T Bank worth $277K as of Q3 2026.
HBW Advisory Services bought 45 M&T Bank shares in Q3 2026, an estimated $10.8K.
M&T Bank made up 0.03% of HBW Advisory Services's portfolio in Q3 2026, its #379 holding.
HBW Advisory Services first reported a position in M&T Bank in Q3 2024 and has held it in 9 quarters since.
HBW Advisory Services's M&T Bank position peaked at $293K in Q2 2026.
286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.