Independence Financial Advisors’s M&T Bank MTB Stock Holding History

Independence Financial 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	$645K	Sell	2,709 -1	-0%	-$219	0.17%	37
2026 Q1	$560K	Buy	2,710 +2	+0.1%	+$430	0.17%	36
2025 Q4	$546K	Sell	2,708 -3	-0.1%	-$573	0.15%	39
2025 Q3	$536K	Sell	2,711 -116	-4%	-$22.8K	0.16%	38
2025 Q2	$548K	Buy	2,827 +3	+0.1%	+$529	0.21%	36
2025 Q1	$505K	Buy	+2,824	New	+$536K	0.19%	33

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

Independence Financial Advisors's MTB Position: Q2 2026 in Review

Independence Financial Advisors reduced its M&T Bank (MTB) stake by 0.04% in Q2 2026, selling an estimated $219 and leaving 2,709 shares worth $645K. The position accounts for 0.17% of the portfolio, ranked #37.

Independence Financial Advisors first reported a position in MTB in Q1 2025 and has held it in 6 quarters since. 218 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Independence Financial Advisors held 2,709 shares of M&T Bank worth $645K as of Q2 2026.
Independence Financial Advisors sold 1 M&T Bank share in Q2 2026, an estimated $219.
M&T Bank made up 0.17% of Independence Financial Advisors's portfolio in Q2 2026, its #37 holding.
Independence Financial Advisors first reported a position in M&T Bank in Q1 2025 and has held it in 6 quarters since.
218 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.