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J.W. Cole Advisors’s M&T Bank MTB Stock Holding History

J.W. Cole 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 		$265K Sell
1,112
-88
-7% -$19.2K ﹤0.01% 1348
2026
Q1 		$248K Buy
+1,200
New +$258K 0.01% 685
2025
Q4 		– Sell
-1,414
Closed -$279K – 1557
2025
Q3 		$279K Buy
+1,414
New +$277K 0.01% 1251
2025
Q2 		– Sell
-1,632
Closed -$292K – 1477
2025
Q1 		$292K Buy
+1,632
New +$310K 0.01% 973

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
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

J.W. Cole Advisors's MTB Position: Q2 2026 in Review

J.W. Cole Advisors reduced its M&T Bank (MTB) stake by 7.3% in Q2 2026, selling an estimated $19.2K and leaving 1,112 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

J.W. Cole Advisors first reported a position in MTB in Q1 2025 and has held it in 4 quarters since. The position peaked at $292K in Q1 2025. 233 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • J.W. Cole Advisors held 1,112 shares of M&T Bank worth $265K as of Q2 2026.
  • J.W. Cole Advisors sold 88 M&T Bank shares in Q2 2026, an estimated $19.2K.
  • M&T Bank made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1348 holding.
  • J.W. Cole Advisors first reported a position in M&T Bank in Q1 2025 and has held it in 4 quarters since.
  • J.W. Cole Advisors's M&T Bank position peaked at $292K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.