Ritter Daniher Financial Advisory’s M&T Bank MTB Stock Holding History

Ritter Daniher Financial Advisory’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	$10.9K	Hold	46	–	–	﹤0.01%	432
2026 Q1	$9.51K	Hold	46	–	–	﹤0.01%	440
2025 Q4	$9.27K	Hold	46	–	–	﹤0.01%	444
2025 Q3	$9.09K	Buy	+46	New	+$9.03K	﹤0.01%	331

Other funds holding MTB

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

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Ritter Daniher Financial Advisory's MTB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its M&T Bank (MTB) position steady in Q2 2026 at 46 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Ritter Daniher Financial Advisory first reported a position in MTB in Q3 2025 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Ritter Daniher Financial Advisory held 46 shares of M&T Bank worth $10.9K as of Q2 2026.
Ritter Daniher Financial Advisory left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #432 holding.
Ritter Daniher Financial Advisory first reported a position in M&T Bank in Q3 2025 and has held it in 4 quarters since.
241 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.