PFS Partners’s M&T Bank MTB Stock Holding History

PFS Partners’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	$12.6K	Hold	53	–	–	0.01%	360
2026 Q1	$11K	Hold	53	–	–	0.01%	347
2025 Q4	$10.7K	Hold	53	–	–	﹤0.01%	350
2025 Q3	$10.5K	Hold	53	–	–	0.01%	336
2025 Q2	$10.3K	Hold	53	–	–	0.01%	311
2025 Q1	$9.47K	Hold	53	–	–	0.01%	296
2024 Q4	$9.96K	Hold	53	–	–	0.01%	290
2024 Q3	$9.44K	Hold	53	–	–	0.01%	294
2024 Q2	$8.02K	Hold	53	–	–	0.01%	296
2024 Q1	$7.71K	Hold	53	–	–	0.01%	304
2023 Q4	$7.27K	Hold	53	–	–	0.01%	300
2023 Q3	$6.7K	Hold	53	–	–	0.01%	292
2023 Q2	$6.56K	Hold	53	–	–	0.01%	304
2023 Q1	$6.34K	Hold	53	–	–	0.01%	257
2022 Q4	$7.69K	Hold	53	–	–	0.01%	231
2022 Q3	$9.35K	Hold	53	–	–	0.01%	202
2022 Q2	$8.45K	Hold	53	–	–	0.01%	213
2022 Q1	$8.98K	Hold	53	–	–	0.01%	226
2021 Q4	$8.14K	Buy	+53	New	+$8.14K	0.01%	224

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

PFS Partners's MTB Position: Q2 2026 in Review

PFS Partners held its M&T Bank (MTB) position steady in Q2 2026 at 53 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #360.

PFS Partners first reported a position in MTB in Q4 2021 and has held it in 19 quarters since. 205 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

PFS Partners held 53 shares of M&T Bank worth $12.6K as of Q2 2026.
PFS Partners left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.01% of PFS Partners's portfolio in Q2 2026, its #360 holding.
PFS Partners first reported a position in M&T Bank in Q4 2021 and has held it in 19 quarters since.
205 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.