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

Lodestone Wealth 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
Q3 		$602K Sell
2,767
-59
-2% -$14.2K 0.2% 104
2026
Q2 		$673K Sell
2,826
-3
-0.1% -$656 0.24% 97
2026
Q1 		$585K Sell
2,829
-11
-0.4% -$2.37K 0.23% 100
2025
Q4 		$572K Sell
2,840
-59
-2% -$11.3K 0.23% 94
2025
Q3 		$573K Sell
2,899
-91
-3% -$17.9K 0.26% 92
2025
Q2 		$562K Buy
2,990
+88
+3% +$15.5K 0.27% 91
2025
Q1 		$519K Sell
2,902
-654
-18% -$124K 0.28% 87
2024
Q4 		$669K Sell
3,556
-64
-2% -$12.7K 0.34% 76
2024
Q3 		$645K Buy
3,620
+7
+0.2% +$1.16K 0.32% 75
2024
Q2 		$547K Buy
3,613
+1
+0% +$146 0.29% 83
2024
Q1 		$525K Hold
3,612
– – 0.28% 86
2023
Q4 		$495K Buy
+3,612
New +$454K 0.29% 82

Other funds holding MTB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lodestone Wealth Management's MTB Position: Q3 2026 in Review

Lodestone Wealth Management reduced its M&T Bank (MTB) stake by 2.1% in Q3 2026, selling an estimated $14.2K and leaving 2,767 shares worth $602K. The position accounts for 0.2% of the portfolio, ranked #104.

Lodestone Wealth Management first reported a position in MTB in Q4 2023 and has held it in 12 quarters since. The position peaked at $673K in Q2 2026. 687 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Lodestone Wealth Management held 2,767 shares of M&T Bank worth $602K as of Q3 2026.
  • Lodestone Wealth Management sold 59 M&T Bank shares in Q3 2026, an estimated $14.2K.
  • M&T Bank made up 0.2% of Lodestone Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Lodestone Wealth Management first reported a position in M&T Bank in Q4 2023 and has held it in 12 quarters since.
  • Lodestone Wealth Management's M&T Bank position peaked at $673K in Q2 2026.
  • 687 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.