Perigon Wealth Management
MTB icon

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

Perigon 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
Q3 		$369K Buy
1,697
+156
+10% +$37.5K 0.01% 1046
2026
Q2 		$367K Buy
1,541
+225
+17% +$49.2K 0.01% 1023
2026
Q1 		$272K Buy
1,316
+297
+29% +$63.9K ﹤0.01% 1058
2025
Q4 		$205K Buy
+1,019
New +$195K ﹤0.01% 1242
2023
Q1 		– Sell
-1,757
Closed -$255K – 721
2022
Q4 		$255K Buy
+1,757
New +$289K 0.02% 583

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Cooke & Bieler
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Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 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

Perigon Wealth Management's MTB Position: Q3 2026 in Review

Perigon Wealth Management increased its M&T Bank (MTB) stake by 10% in Q3 2026, buying an estimated $37.5K and bringing the position to 1,697 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1046.

Perigon Wealth Management first reported a position in MTB in Q4 2022 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Perigon Wealth Management held 1,697 shares of M&T Bank worth $369K as of Q3 2026.
  • Perigon Wealth Management bought 156 M&T Bank shares in Q3 2026, an estimated $37.5K.
  • M&T Bank made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1046 holding.
  • Perigon Wealth Management first reported a position in M&T Bank in Q4 2022 and has held it in 5 quarters since.
  • 328 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.