McAdam LLC
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McAdam LLC’s M&T Bank MTB Stock Holding History

McAdam LLC’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 		$204K Buy
937
+84
+10% +$20.2K 0.01% 494
2026
Q2 		$203K Buy
+853
New +$187K 0.01% 487
2018
Q4 		– Sell
-5
Closed -$1K – 419
2018
Q3 		$1K Hold
5
– – ﹤0.01% 606
2018
Q2 		$1K Sell
5
-2
-29% -$358 ﹤0.01% 574
2018
Q1 		$1K Buy
+7
New +$1.3K ﹤0.01% 673

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

McAdam LLC's MTB Position: Q3 2026 in Review

McAdam LLC increased its M&T Bank (MTB) stake by 9.8% in Q3 2026, buying an estimated $20.2K and bringing the position to 937 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #494.

McAdam LLC first reported a position in MTB in Q1 2018 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • McAdam LLC held 937 shares of M&T Bank worth $204K as of Q3 2026.
  • McAdam LLC bought 84 M&T Bank shares in Q3 2026, an estimated $20.2K.
  • M&T Bank made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #494 holding.
  • McAdam LLC first reported a position in M&T Bank in Q1 2018 and has held it in 5 quarters since.
  • 286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.