RPWA
MTB icon

Regent Peak Wealth Advisors’s M&T Bank MTB Stock Holding History

Regent Peak Wealth Advisors’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 		$305K Buy
1,283
+37
+3% +$8.09K 0.06% 151
2026
Q1 		$258K Buy
1,246
+1
+0.1% +$215 0.05% 161
2025
Q4 		$251K Sell
1,245
-6
-0.5% -$1.15K 0.05% 158
2025
Q3 		$247K Buy
+1,251
New +$245K 0.05% 160
2025
Q1 		$221K Sell
1,237
-19
-2% -$3.6K 0.05% 153
2024
Q4 		$236K Buy
1,256
+15
+1% +$2.98K 0.05% 145
2024
Q3 		$221K Buy
+1,241
New +$206K 0.05% 158
2022
Q4 		– Sell
-1,353
Closed -$238K – 162
2022
Q3 		$238K Buy
1,353
+13
+1% +$2.3K 0.08% 130
2022
Q2 		$213K Buy
1,340
+57
+4% +$9.58K 0.07% 147
2022
Q1 		$217K Buy
+1,283
New +$226K 0.06% 154
2021
Q4 		– Sell
-1,379
Closed -$206K – 172
2021
Q3 		$206K Buy
+1,379
New +$191K 0.06% 160
2021
Q2 		– Sell
-1,365
Closed -$206K – 171
2021
Q1 		$206K Buy
1,365
+1
+0.1% +$147 0.07% 151
2020
Q4 		$174K Buy
+1,364
New +$155K 0.06% 151

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

Regent Peak Wealth Advisors's MTB Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its M&T Bank (MTB) stake by 3% in Q2 2026, buying an estimated $8.09K and bringing the position to 1,283 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #151.

Regent Peak Wealth Advisors first reported a position in MTB in Q4 2020 and has held it in 13 quarters since. 208 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,283 shares of M&T Bank worth $305K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 37 M&T Bank shares in Q2 2026, an estimated $8.09K.
  • M&T Bank made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • Regent Peak Wealth Advisors first reported a position in M&T Bank in Q4 2020 and has held it in 13 quarters since.
  • 208 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.