HHM Wealth Advisors’s M&T Bank MTB Stock Holding History

HHM Wealth 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 Q2	$42.8K	Hold	180	–	–	﹤0.01%	410
2026 Q1	$37.2K	Hold	180	–	–	﹤0.01%	407
2025 Q4	$36.3K	Hold	180	–	–	﹤0.01%	411
2025 Q3	$35.6K	Sell	180 -10	-5%	-$1.96K	﹤0.01%	424
2025 Q2	$36.9K	Hold	190	–	–	﹤0.01%	421
2025 Q1	$34K	Hold	190	–	–	﹤0.01%	421
2024 Q4	$35.7K	Buy	190 +10	+6%	+$1.99K	﹤0.01%	410
2024 Q3	$32.1K	Hold	180	–	–	﹤0.01%	402
2024 Q2	$27.2K	Hold	180	–	–	﹤0.01%	415
2024 Q1	$26.2K	Hold	180	–	–	﹤0.01%	379
2023 Q4	$24.7K	Buy	+180	New	+$22.6K	﹤0.01%	385

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

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

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

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return