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Plancorp LLC’s M&T Bank MTB Stock Holding History

Plancorp LLC’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 		$475K Sell
1,958
-499
-20% -$109K 0.01% 264
2026
Q1 		$540K Buy
2,457
+6
+0.2% +$1.29K 0.02% 218
2025
Q4 		$494K Sell
2,451
-2
-0.1% -$382 0.01% 219
2025
Q3 		$485K Buy
2,453
+1
+0% +$196 0.02% 227
2025
Q2 		$476K Buy
2,452
+16
+0.7% +$2.82K 0.02% 232
2025
Q1 		$435K Buy
2,436
+21
+0.9% +$3.98K 0.02% 224
2024
Q4 		$454K Buy
2,415
+26
+1% +$5.17K 0.02% 207
2024
Q3 		$426K Buy
2,389
+12
+0.5% +$1.99K 0.02% 206
2024
Q2 		$360K Buy
2,377
+24
+1% +$3.51K 0.02% 210
2024
Q1 		$342K Buy
2,353
+21
+0.9% +$2.91K 0.01% 214
2023
Q4 		$320K Buy
+2,332
New +$293K 0.02% 208

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
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

Plancorp LLC's MTB Position: Q2 2026 in Review

Plancorp LLC reduced its M&T Bank (MTB) stake by 20% in Q2 2026, selling an estimated $109K and leaving 1,958 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #264.

Plancorp LLC first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $540K in Q1 2026. 208 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Plancorp LLC held 1,958 shares of M&T Bank worth $475K as of Q2 2026.
  • Plancorp LLC sold 499 M&T Bank shares in Q2 2026, an estimated $109K.
  • M&T Bank made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #264 holding.
  • Plancorp LLC first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • Plancorp LLC's M&T Bank position peaked at $540K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.