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LRI Investments’s M&T Bank MTB Stock Holding History

LRI Investments’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 		$3.63M Buy
15,264
+36
+0.2% +$7.87K 0.29% 45
2026
Q1 		$3.15M Sell
15,228
-1
-0% -$215 0.28% 42
2025
Q4 		$3.07M Sell
15,229
-21
-0.1% -$4.01K 0.25% 44
2025
Q3 		$3.01M Buy
15,250
+3,807
+33% +$747K 0.25% 44
2025
Q2 		$2.22M Sell
11,443
-284
-2% -$50.1K 0.19% 52
2025
Q1 		$2.1M Sell
11,727
-3,053
-21% -$579K 0.2% 52
2024
Q4 		$2.78M Hold
14,780
– – 0.27% 32
2024
Q3 		$3.15M Sell
14,780
-80
-0.5% -$13.3K 0.31% 29
2024
Q2 		$2.25M Sell
14,860
-137
-0.9% -$20K 0.26% 32
2024
Q1 		$2.18M Buy
+14,997
New +$2.08M 0.55% 27

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LRI Investments's MTB Position: Q2 2026 in Review

LRI Investments increased its M&T Bank (MTB) stake by 0.24% in Q2 2026, buying an estimated $7.87K and bringing the position to 15,264 shares worth $3.63M. The position accounts for 0.29% of the portfolio, ranked #45.

LRI Investments first reported a position in MTB in Q1 2024 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • LRI Investments held 15,264 shares of M&T Bank worth $3.63M as of Q2 2026.
  • LRI Investments bought 36 M&T Bank shares in Q2 2026, an estimated $7.87K.
  • M&T Bank made up 0.29% of LRI Investments's portfolio in Q2 2026, its #45 holding.
  • LRI Investments first reported a position in M&T Bank in Q1 2024 and has held it in 10 quarters since.
  • 173 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.