Highline Wealth Partners’s M&T Bank MTB Stock Holding History

Highline Wealth Partners’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	$10.5K	Buy	44 +8	+22%	+$1.75K	﹤0.01%	577
2026 Q1	$7.46K	Hold	36	–	–	﹤0.01%	569
2025 Q4	$7.27K	Hold	36	–	–	﹤0.01%	463
2025 Q3	$7.13K	Hold	36	–	–	﹤0.01%	481
2025 Q2	$7K	Buy	36 +6	+20%	+$1.06K	﹤0.01%	390
2025 Q1	$5.37K	Buy	30 +4	+15%	+$759	﹤0.01%	410
2024 Q4	$4.89K	Buy	26 +6	+30%	+$1.19K	﹤0.01%	342
2024 Q3	$3.56K	Buy	20 +3	+18%	+$497	﹤0.01%	389
2024 Q2	$2.57K	Buy	17 +15	+750%	+$2.19K	﹤0.01%	361
2024 Q1	$291	Hold	2	–	–	﹤0.01%	419
2023 Q4	$274	Hold	2	–	–	﹤0.01%	389
2023 Q3	$253	Hold	2	–	–	﹤0.01%	373
2023 Q2	$248	Buy	+2	New	+$242	﹤0.01%	325
2023 Q1	–	Sell	-10	Closed	-$1.45K	–	348
2022 Q4	$1.45K	Hold	10	–	–	﹤0.01%	243
2022 Q3	$1.76K	Buy	+10	New	+$1.77K	﹤0.01%	219

Other funds holding MTB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

OKSA

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

Highline Wealth Partners's MTB Position: Q2 2026 in Review

Highline Wealth Partners increased its M&T Bank (MTB) stake by 22% in Q2 2026, buying an estimated $1.75K and bringing the position to 44 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Highline Wealth Partners first reported a position in MTB in Q3 2022 and has held it in 15 quarters since. 201 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Highline Wealth Partners held 44 shares of M&T Bank worth $10.5K as of Q2 2026.
Highline Wealth Partners bought 8 M&T Bank shares in Q2 2026, an estimated $1.75K.
M&T Bank made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #577 holding.
Highline Wealth Partners first reported a position in M&T Bank in Q3 2022 and has held it in 15 quarters since.
201 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.