Sigma Planning Corp’s M&T Bank MTB Stock Holding History

Sigma Planning Corp’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	$454K	Sell	2,088 -132	-6%	-$31.8K	0.01%	880
2026 Q2	$528K	Sell	2,220 -102	-4%	-$22.3K	0.01%	890
2026 Q1	$480K	Sell	2,322 -24	-1%	-$5.17K	0.01%	851
2025 Q4	$473K	Sell	2,346 -754	-24%	-$144K	0.01%	811
2025 Q3	$613K	Sell	3,100 -261	-8%	-$51.2K	0.02%	726
2025 Q2	$652K	Buy	3,361 +589	+21%	+$104K	0.02%	675
2025 Q1	$496K	Sell	2,772 -26	-0.9%	-$4.93K	0.02%	745
2024 Q4	$526K	Sell	2,798 -136	-5%	-$27K	0.02%	727
2024 Q3	$523K	Sell	2,934 -48	-2%	-$7.96K	0.02%	725
2024 Q2	$451K	Sell	2,982 -107	-3%	-$15.6K	0.01%	767
2024 Q1	$449K	Buy	3,089 +1,577	+104%	+$218K	0.01%	802
2023 Q4	$207K	Sell	1,512 -862	-36%	-$108K	0.02%	773
2023 Q3	$300K	Buy	2,374 +27	+1%	+$3.52K	0.01%	922
2023 Q2	$290K	Buy	+2,347	New	+$284K	0.01%	946
2022 Q4	–	Sell	-1,349	Closed	-$238K	–	1314
2022 Q3	$238K	Sell	1,349 -121	-8%	-$21.4K	0.01%	1041
2022 Q2	$234K	Buy	+1,470	New	+$247K	0.01%	1101

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

Sigma Planning Corp's MTB Position: Q3 2026 in Review

Sigma Planning Corp reduced its M&T Bank (MTB) stake by 5.9% in Q3 2026, selling an estimated $31.8K and leaving 2,088 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #880.

Sigma Planning Corp first reported a position in MTB in Q2 2022 and has held it in 16 quarters since. The position peaked at $652K in Q2 2025. 288 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Sigma Planning Corp held 2,088 shares of M&T Bank worth $454K as of Q3 2026.
Sigma Planning Corp sold 132 M&T Bank shares in Q3 2026, an estimated $31.8K.
M&T Bank made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #880 holding.
Sigma Planning Corp first reported a position in M&T Bank in Q2 2022 and has held it in 16 quarters since.
Sigma Planning Corp's M&T Bank position peaked at $652K in Q2 2025.
288 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.