Premier Path Wealth Partners
MTB icon

Premier Path Wealth Partners’s M&T Bank MTB Stock Holding History

Premier Path Wealth 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
Q3 		$636K Buy
2,921
+615
+27% +$148K 0.07% 221
2026
Q2 		$549K Buy
2,306
+310
+16% +$67.8K 0.06% 255
2026
Q1 		$413K Buy
1,996
+138
+7% +$29.7K 0.05% 300
2025
Q4 		$374K Sell
1,858
-49
-3% -$9.36K 0.05% 287
2025
Q3 		$377K Sell
1,907
-16
-0.8% -$3.14K 0.05% 300
2025
Q2 		$373K Buy
1,923
+14
+0.7% +$2.47K 0.05% 287
2025
Q1 		$341K Buy
1,909
+52
+3% +$9.9K 0.05% 286
2024
Q4 		$349K Buy
1,857
+31
+2% +$6.16K 0.05% 275
2024
Q3 		$325K Buy
1,826
+80
+5% +$13.3K 0.05% 289
2024
Q2 		$264K Buy
1,746
+46
+3% +$6.72K 0.05% 314
2024
Q1 		$247K Buy
1,700
+110
+7% +$15.2K 0.05% 300
2023
Q4 		$209K Buy
+1,590
New +$200K 0.05% 321

Other funds holding MTB

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 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
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Premier Path Wealth Partners's MTB Position: Q3 2026 in Review

Premier Path Wealth Partners increased its M&T Bank (MTB) stake by 27% in Q3 2026, buying an estimated $148K and bringing the position to 2,921 shares worth $636K. The position accounts for 0.07% of the portfolio, ranked #221.

Premier Path Wealth Partners first reported a position in MTB in Q4 2023 and has held it in 12 quarters since. 292 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Premier Path Wealth Partners held 2,921 shares of M&T Bank worth $636K as of Q3 2026.
  • Premier Path Wealth Partners bought 615 M&T Bank shares in Q3 2026, an estimated $148K.
  • M&T Bank made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #221 holding.
  • Premier Path Wealth Partners first reported a position in M&T Bank in Q4 2023 and has held it in 12 quarters since.
  • 292 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.