Roxbury Financial’s M&T Bank MTB Stock Holding History

Roxbury Financial’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	$135K	Buy	569 +2	+0.4%	+$437	0.11%	127
2026 Q1	$117K	Buy	567 +2	+0.4%	+$430	0.11%	127
2025 Q4	$114K	Buy	565 +1	+0.2%	+$191	0.1%	124
2025 Q3	$111K	Buy	564 +2	+0.4%	+$392	0.1%	124
2025 Q2	$109K	Buy	562 +4	+0.7%	+$706	0.11%	120
2025 Q1	$107K	Sell	558 -38	-6%	-$7.21K	0.1%	118
2024 Q4	$131K	Buy	+596	New	+$118K	0.13%	105

Other funds holding MTB

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return