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Legacy Wealth Asset Management’s M&T Bank MTB Stock Holding History

Legacy Wealth Asset 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
Q2 		$424K Sell
1,781
-503
-22% -$110K 0.09% 283
2026
Q1 		$472K Buy
2,284
+7
+0.3% +$1.51K 0.11% 263
2025
Q4 		$459K Sell
2,277
-699
-23% -$134K 0.11% 272
2025
Q3 		$588K Buy
2,976
+44
+2% +$8.63K 0.14% 230
2025
Q2 		$569K Sell
2,932
-28
-0.9% -$4.94K 0.14% 224
2025
Q1 		$529K Sell
2,960
-9
-0.3% -$1.71K 0.15% 228
2024
Q4 		$558K Sell
2,969
-10
-0.3% -$1.99K 0.15% 221
2024
Q3 		$531K Sell
2,979
-19
-0.6% -$3.15K 0.14% 237
2024
Q2 		$454K Buy
2,998
+222
+8% +$32.4K 0.13% 254
2024
Q1 		$404K Buy
2,776
+42
+2% +$5.82K 0.11% 263
2023
Q4 		$375K Buy
2,734
+29
+1% +$3.64K 0.12% 260
2023
Q3 		$342K Buy
2,705
+19
+0.7% +$2.48K 0.13% 260
2023
Q2 		$332K Buy
+2,686
New +$325K 0.12% 276

Other funds holding MTB

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return