Mather Group
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Mather Group’s M&T Bank MTB Stock Holding History

Mather Group’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 		$734K Buy
3,373
+301
+10% +$72.4K 0.01% 449
2026
Q2 		$731K Buy
3,072
+158
+5% +$34.5K 0.01% 453
2026
Q1 		$602K Sell
2,914
-44
-1% -$9.47K 0.01% 451
2025
Q4 		$596K Sell
2,958
-112
-4% -$21.4K 0.01% 375
2025
Q3 		$607K Buy
3,070
+241
+9% +$47.3K 0.01% 365
2025
Q2 		$549K Sell
2,829
-218
-7% -$38.5K 0.01% 377
2025
Q1 		$545K Buy
3,047
+245
+9% +$46.5K 0.01% 365
2024
Q4 		$527K Buy
2,802
+203
+8% +$40.4K 0.01% 351
2024
Q3 		$463K Buy
2,599
+123
+5% +$20.4K 0.01% 382
2024
Q2 		$360K Buy
2,476
+265
+12% +$38.7K ﹤0.01% 484
2024
Q1 		$303K Sell
2,211
-11
-0.5% -$1.52K ﹤0.01% 440
2023
Q4 		$305K Buy
+2,222
New +$279K ﹤0.01% 451
2022
Q4 		– Sell
-1,619
Closed -$285K – 501
2022
Q3 		$285K Buy
+1,619
New +$286K 0.01% 377

Other funds holding MTB

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Mather Group's MTB Position: Q3 2026 in Review

Mather Group increased its M&T Bank (MTB) stake by 9.8% in Q3 2026, buying an estimated $72.4K and bringing the position to 3,373 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #449.

Mather Group first reported a position in MTB in Q3 2022 and has held it in 13 quarters since. 256 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Mather Group held 3,373 shares of M&T Bank worth $734K as of Q3 2026.
  • Mather Group bought 301 M&T Bank shares in Q3 2026, an estimated $72.4K.
  • M&T Bank made up 0.01% of Mather Group's portfolio in Q3 2026, its #449 holding.
  • Mather Group first reported a position in M&T Bank in Q3 2022 and has held it in 13 quarters since.
  • 256 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.