Midwest Trust’s M&T Bank MTB Stock Holding History

Midwest Trust’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	$468K	Buy	2,151 +474	+28%	+$114K	0.01%	472
2026 Q2	$399K	Sell	1,677 -10	-0.6%	-$2.19K	﹤0.01%	486
2026 Q1	$349K	Sell	1,687 -2	-0.1%	-$430	﹤0.01%	492
2025 Q4	$340K	Sell	1,689 -115	-6%	-$22K	﹤0.01%	488
2025 Q3	$357K	Buy	1,804 +6	+0.3%	+$1.18K	﹤0.01%	479
2025 Q2	$349K	Buy	+1,798	New	+$317K	﹤0.01%	490

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

Midwest Trust's MTB Position: Q3 2026 in Review

Midwest Trust increased its M&T Bank (MTB) stake by 28% in Q3 2026, buying an estimated $114K and bringing the position to 2,151 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #472.

Midwest Trust first reported a position in MTB in Q2 2025 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Midwest Trust held 2,151 shares of M&T Bank worth $468K as of Q3 2026.
Midwest Trust bought 474 M&T Bank shares in Q3 2026, an estimated $114K.
M&T Bank made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #472 holding.
Midwest Trust first reported a position in M&T Bank in Q2 2025 and has held it in 6 quarters since.
286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.