Neville Rodie & Shaw’s M&T Bank MTB Stock Holding History

Neville Rodie & Shaw’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	$250K	Hold	1,052	–	–	0.02%	219
2026 Q1	$217K	Hold	1,052	–	–	0.02%	228
2025 Q4	$212K	Hold	1,052	–	–	0.02%	236
2025 Q3	$208K	Sell	1,052 -10	-0.9%	-$1.96K	0.02%	233
2025 Q2	$206K	Buy	+1,062	New	+$187K	0.02%	239
2025 Q1	–	Sell	-1,062	Closed	-$200K	–	256
2024 Q4	$200K	Buy	+1,062	New	+$211K	0.01%	251
2023 Q1	–	Sell	-1,424	Closed	-$207K	–	249
2022 Q4	$207K	Hold	1,424	–	–	0.02%	239
2022 Q3	$251K	Sell	1,424 -55	-4%	-$9.73K	0.02%	225
2022 Q2	$236K	Buy	+1,479	New	+$249K	0.02%	236

Other funds holding MTB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Neville Rodie & Shaw's MTB Position: Q2 2026 in Review

Neville Rodie & Shaw held its M&T Bank (MTB) position steady in Q2 2026 at 1,052 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #219.

Neville Rodie & Shaw first reported a position in MTB in Q2 2022 and has held it in 9 quarters since. The position peaked at $251K in Q3 2022. 239 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Neville Rodie & Shaw held 1,052 shares of M&T Bank worth $250K as of Q2 2026.
Neville Rodie & Shaw left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.02% of Neville Rodie & Shaw's portfolio in Q2 2026, its #219 holding.
Neville Rodie & Shaw first reported a position in M&T Bank in Q2 2022 and has held it in 9 quarters since.
Neville Rodie & Shaw's M&T Bank position peaked at $251K in Q3 2022.
239 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.