LAM
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Lewis Asset Management’s M&T Bank MTB Stock Holding History

Lewis 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 		$533K Buy
2,238
+2
+0.1% +$437 0.19% 116
2026
Q1 		$462K Buy
2,236
+2
+0.1% +$430 0.19% 122
2025
Q4 		$450K Buy
2,234
+2
+0.1% +$382 0.18% 118
2025
Q3 		$441K Buy
2,232
+3
+0.1% +$589 0.18% 122
2025
Q2 		$432K Buy
2,229
+2
+0.1% +$353 0.2% 118
2025
Q1 		$398K Buy
2,227
+1
+0% +$190 0.33% 77
2024
Q4 		$418K Buy
2,226
+2
+0.1% +$398 0.32% 81
2024
Q3 		$396K Sell
2,224
-93
-4% -$15.4K 0.29% 87
2024
Q2 		$351K Sell
2,317
-22
-0.9% -$3.21K 0.27% 84
2024
Q1 		$340K Sell
2,339
-600
-20% -$83.1K 0.28% 81
2023
Q4 		$403K Buy
+2,939
New +$369K 0.37% 67

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

Lewis Asset Management's MTB Position: Q2 2026 in Review

Lewis Asset Management increased its M&T Bank (MTB) stake by 0.09% in Q2 2026, buying an estimated $437 and bringing the position to 2,238 shares worth $533K. The position accounts for 0.19% of the portfolio, ranked #116.

Lewis Asset Management first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 233 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Lewis Asset Management held 2,238 shares of M&T Bank worth $533K as of Q2 2026.
  • Lewis Asset Management bought 2 M&T Bank shares in Q2 2026, an estimated $437.
  • M&T Bank made up 0.19% of Lewis Asset Management's portfolio in Q2 2026, its #116 holding.
  • Lewis Asset Management first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • 233 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.