SBI Securities’s M&T Bank MTB Stock Holding History

SBI Securities’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	$148K	Sell	681 -5	-0.7%	-$1.2K	﹤0.01%	765
2026 Q2	$163K	Sell	686 -22	-3%	-$4.81K	﹤0.01%	733
2026 Q1	$146K	Buy	708 +30	+4%	+$6.46K	﹤0.01%	728
2025 Q4	$137K	Buy	678 +2	+0.3%	+$382	﹤0.01%	737
2025 Q3	$134K	Sell	676 -41	-6%	-$8.04K	﹤0.01%	760
2025 Q2	$139K	Sell	717 -8	-1%	-$1.41K	﹤0.01%	706
2025 Q1	$130K	Sell	725 -20	-3%	-$3.79K	﹤0.01%	665
2024 Q4	$140K	Buy	+745	New	+$148K	﹤0.01%	650

Other funds holding MTB

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

SBI Securities's MTB Position: Q3 2026 in Review

SBI Securities reduced its M&T Bank (MTB) stake by 0.73% in Q3 2026, selling an estimated $1.2K and leaving 681 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

SBI Securities first reported a position in MTB in Q4 2024 and has held it in 8 quarters since. The position peaked at $163K in Q2 2026. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

SBI Securities held 681 shares of M&T Bank worth $148K as of Q3 2026.
SBI Securities sold 5 M&T Bank shares in Q3 2026, an estimated $1.2K.
M&T Bank made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #765 holding.
SBI Securities first reported a position in M&T Bank in Q4 2024 and has held it in 8 quarters since.
SBI Securities's M&T Bank position peaked at $163K in Q2 2026.
286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.