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

Hennion & Walsh 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 Q2	$1.95M	Sell	8,178 -321	-4%	-$70.2K	0.06%	384
2026 Q1	$1.76M	Sell	8,499 -206	-2%	-$44.3K	0.06%	378
2025 Q4	$1.75M	Sell	8,705 -520	-6%	-$99.3K	0.06%	381
2025 Q3	$1.82M	Sell	9,225 -343	-4%	-$67.3K	0.07%	369
2025 Q2	$1.86M	Buy	9,568 +247	+3%	+$43.6K	0.08%	330
2025 Q1	$1.67M	Buy	9,321 +1,486	+19%	+$282K	0.07%	323
2024 Q4	$1.47M	Buy	7,835 +2,018	+35%	+$401K	0.07%	360
2024 Q3	$1.04M	Buy	5,817 +2,169	+59%	+$360K	0.05%	442
2024 Q2	$552K	Buy	3,648 +2,047	+128%	+$299K	0.03%	564
2024 Q1	$233K	Sell	1,601 -2,294	-59%	-$318K	0.01%	763
2023 Q4	$534K	Sell	3,895 -4,266	-52%	-$536K	0.03%	538
2023 Q3	$1.03M	Sell	8,161 -2,888	-26%	-$377K	0.07%	351
2023 Q2	$1.37M	Sell	11,049 -1,421	-11%	-$172K	0.08%	301
2023 Q1	$1.49M	Buy	12,470 +163	+1%	+$23.7K	0.09%	265
2022 Q4	$1.78M	Buy	12,307 +2,436	+25%	+$401K	0.11%	223
2022 Q3	$1.74M	Buy	9,871 +2,520	+34%	+$446K	0.11%	210
2022 Q2	$1.17M	Buy	7,351 +3,117	+74%	+$524K	0.07%	284
2022 Q1	$718K	Buy	+4,234	New	+$747K	0.04%	429

Other funds holding MTB

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return