Parisi Gray Wealth Management’s M&T Bank MTB Stock Holding History

Parisi Gray Wealth Management’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	$1.27M	Sell	5,324 -76	-1%	-$16.6K	0.26%	69
2026 Q1	$1.12M	Buy	5,400 +76	+1%	+$16.4K	0.27%	67
2025 Q4	$1.07M	Hold	5,324	–	–	0.24%	65
2025 Q3	$1.05M	Hold	5,324	–	–	0.27%	62
2025 Q2	$1.03M	Hold	5,324	–	–	0.3%	58
2025 Q1	$952K	Hold	5,324	–	–	0.31%	57
2024 Q4	$1M	Hold	5,324	–	–	0.32%	55
2024 Q3	$948K	Hold	5,324	–	–	0.31%	54
2024 Q2	$806K	Hold	5,324	–	–	0.29%	59
2024 Q1	$774K	Hold	5,324	–	–	0.29%	61
2023 Q4	$730K	Hold	5,324	–	–	0.3%	58
2023 Q3	$673K	Hold	5,324	–	–	0.31%	58
2023 Q2	$637K	Hold	5,324	–	–	0.29%	62
2023 Q1	$637K	Hold	5,324	–	–	0.4%	47
2022 Q4	$772K	Hold	5,324	–	–	0.38%	53
2022 Q3	$939K	Hold	5,324	–	–	0.71%	30
2022 Q2	$849K	Hold	5,324	–	–	0.44%	47
2022 Q1	$902K	Hold	5,324	–	–	0.37%	55
2021 Q4	$818K	Hold	5,324	–	–	0.31%	62
2021 Q3	$814K	Hold	5,324	–	–	0.34%	59
2021 Q2	$774K	Hold	5,324	–	–	0.28%	63
2021 Q1	$807K	Hold	5,324	–	–	0.34%	62
2020 Q4	$678K	Hold	5,324	–	–	0.3%	63
2020 Q3	$490K	Hold	5,324	–	–	0.25%	69
2020 Q2	$554K	Hold	5,324	–	–	0.32%	61
2020 Q1	$551K	Buy	+5,324	New	+$783K	0.39%	57

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

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

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Parisi Gray Wealth Management's MTB Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its M&T Bank (MTB) stake by 1.4% in Q2 2026, selling an estimated $16.6K and leaving 5,324 shares worth $1.27M. The position accounts for 0.26% of the portfolio, ranked #69.

Parisi Gray Wealth Management first reported a position in MTB in Q1 2020 and has held it in 26 quarters since. 233 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Parisi Gray Wealth Management held 5,324 shares of M&T Bank worth $1.27M as of Q2 2026.
Parisi Gray Wealth Management sold 76 M&T Bank shares in Q2 2026, an estimated $16.6K.
M&T Bank made up 0.26% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #69 holding.
Parisi Gray Wealth Management first reported a position in M&T Bank in Q1 2020 and has held it in 26 quarters since.
233 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.