Matthew Hamilton Rosenberg’s M&T Bank MTB Stock Holding History

Matthew Hamilton Rosenberg’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	$9.14K	Hold	42	–	–	﹤0.01%	647
2026 Q2	$10K	Hold	42	–	–	﹤0.01%	630
2026 Q1	$8.68K	Hold	42	–	–	﹤0.01%	635
2025 Q4	$8.46K	Hold	42	–	–	﹤0.01%	651
2025 Q3	$8.3K	Hold	42	–	–	﹤0.01%	654
2025 Q2	$8.15K	Hold	42	–	–	﹤0.01%	682
2025 Q1	$7.51K	Buy	42 +1	+2%	+$190	﹤0.01%	671
2024 Q4	$7.71K	Hold	41	–	–	﹤0.01%	660
2024 Q3	$7.3K	Buy	+41	New	+$6.8K	﹤0.01%	656
2024 Q2	–	Sell	-41	Closed	-$5.87K	–	849
2024 Q1	$5.87K	Sell	41 -1	-2%	-$139	﹤0.01%	674
2023 Q4	$5.76K	Buy	42 +41	+4,100%	+$5.15K	﹤0.01%	685
2023 Q3	$126	Hold	1	–	–	﹤0.01%	872
2023 Q2	$124	Sell	1 -306	-100%	-$37K	﹤0.01%	891
2023 Q1	$36.7K	Hold	307	–	–	0.01%	518
2022 Q4	$44.5K	Hold	307	–	–	0.02%	488
2022 Q3	$54K	Hold	307	–	–	0.02%	421
2022 Q2	$49K	Hold	307	–	–	0.02%	466
2022 Q1	$52K	Buy	+307	New	+$54.1K	0.02%	452

Other funds holding MTB

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Matthew Hamilton Rosenberg's MTB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its M&T Bank (MTB) position steady in Q3 2026 at 42 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Matthew Hamilton Rosenberg first reported a position in MTB in Q1 2022 and has held it in 18 quarters since. The position peaked at $54K in Q3 2022. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Matthew Hamilton Rosenberg held 42 shares of M&T Bank worth $9.14K as of Q3 2026.
Matthew Hamilton Rosenberg left its M&T Bank share count unchanged in Q3 2026.
M&T Bank made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #647 holding.
Matthew Hamilton Rosenberg first reported a position in M&T Bank in Q1 2022 and has held it in 18 quarters since.
Matthew Hamilton Rosenberg's M&T Bank position peaked at $54K in Q3 2022.
286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.