Hedeker Wealth’s M&T Bank MTB Stock Holding History

Hedeker Wealth’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	$735K	Hold	3,379	–	–	0.14%	74
2026 Q2	$804K	Hold	3,379	–	–	0.15%	73
2026 Q1	$699K	Hold	3,379	–	–	0.15%	72
2025 Q4	$681K	Buy	3,379 +30	+0.9%	+$5.73K	0.14%	73
2025 Q3	$662K	Sell	3,349 -137	-4%	-$26.9K	0.14%	81
2025 Q2	$676K	Sell	3,486 -10	-0.3%	-$1.76K	0.16%	77
2025 Q1	$625K	Sell	3,496 -21	-0.6%	-$3.98K	0.17%	79
2024 Q4	$661K	Sell	3,517 -2	-0.1%	-$398	0.16%	77
2024 Q3	$627K	Buy	3,519 +55	+2%	+$9.12K	0.17%	73
2024 Q2	$524K	Buy	+3,464	New	+$506K	0.15%	76
2022 Q4	–	Sell	-1,347	Closed	-$237K	–	96
2022 Q3	$237K	Sell	1,347 -53	-4%	-$9.38K	0.09%	84
2022 Q2	$241K	Buy	+1,400	New	+$235K	0.08%	87

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

Hedeker Wealth's MTB Position: Q3 2026 in Review

Hedeker Wealth held its M&T Bank (MTB) position steady in Q3 2026 at 3,379 shares worth $735K. The position accounts for 0.14% of the portfolio, ranked #74.

Hedeker Wealth first reported a position in MTB in Q2 2022 and has held it in 12 quarters since. The position peaked at $804K in Q2 2026. 297 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Hedeker Wealth held 3,379 shares of M&T Bank worth $735K as of Q3 2026.
Hedeker Wealth left its M&T Bank share count unchanged in Q3 2026.
M&T Bank made up 0.14% of Hedeker Wealth's portfolio in Q3 2026, its #74 holding.
Hedeker Wealth first reported a position in M&T Bank in Q2 2022 and has held it in 12 quarters since.
Hedeker Wealth's M&T Bank position peaked at $804K in Q2 2026.
297 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Hedeker Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.