KCM
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Kathmere Capital Management’s M&T Bank MTB Stock Holding History

Kathmere Capital Management’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
Q1 		$457K Buy
2,213
+289
+15% +$62.2K 0.03% 371
2025
Q4 		$388K Buy
1,924
+226
+13% +$43.2K 0.03% 365
2025
Q3 		$336K Sell
1,698
-16
-0.9% -$3.14K 0.02% 367
2025
Q2 		$332K Sell
1,714
-290
-14% -$51.2K 0.03% 349
2025
Q1 		$358K Buy
2,004
+126
+7% +$23.9K 0.03% 292
2024
Q4 		$353K Buy
1,878
+139
+8% +$27.6K 0.03% 288
2024
Q3 		$310K Buy
1,739
+359
+26% +$59.5K 0.03% 283
2024
Q2 		$209K Buy
+1,380
New +$202K 0.02% 317
2021
Q1 		– Sell
-566
Closed -$72K – 304
2020
Q4 		$72K Hold
566
– – 0.02% 215
2020
Q3 		$52K Buy
+566
New +$57.9K 0.01% 220

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