Impact Partnership Wealth
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Impact Partnership Wealth’s M&T Bank MTB Stock Holding History

Impact Partnership 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 		– Sell
-2,047
Closed -$487K – 513
2026
Q2 		$487K Buy
+2,047
New +$448K 0.05% 265
2026
Q1 		– Sell
-2,023
Closed -$408K – 414
2025
Q4 		$408K Sell
2,023
-114
-5% -$21.8K 0.05% 232
2025
Q3 		$422K Sell
2,137
-126
-6% -$24.7K 0.06% 184
2025
Q2 		$439K Sell
2,263
-405
-15% -$71.5K 0.08% 156
2025
Q1 		$477K Buy
+2,668
New +$506K 0.1% 119
2024
Q3 		– Sell
-4,277
Closed -$647K – 270
2024
Q2 		$647K Buy
4,277
+696
+19% +$102K 0.17% 79
2024
Q1 		$521K Sell
3,581
-651
-15% -$90.2K 0.21% 70
2023
Q4 		$580K Buy
4,232
+1,286
+44% +$162K 0.21% 65
2023
Q3 		$373K Buy
+2,946
New +$384K 0.12% 95

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Impact Partnership Wealth's MTB Position: Q3 2026 in Review

Impact Partnership Wealth sold out of M&T Bank (MTB) in Q3 2026, closing a stake of 2,047 shares — an estimated $487K sold.

Impact Partnership Wealth first reported a position in MTB in Q3 2023 and held it in 9 quarters. The position peaked at $647K in Q2 2024. 755 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Impact Partnership Wealth reported no remaining M&T Bank position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,047 M&T Bank shares in Q3 2026, an estimated $487K.
  • Impact Partnership Wealth first reported a position in M&T Bank in Q3 2023 and held it in 9 quarters.
  • Impact Partnership Wealth's M&T Bank position peaked at $647K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.