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Smallwood Wealth Investment Management’s M&T Bank MTB Stock Holding History

Smallwood Wealth Investment Management’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 		$362K Hold
1,523
– – 0.16% 62
2026
Q1 		$315K Hold
1,523
– – 0.17% 63
2025
Q4 		$307K Hold
1,523
– – 0.16% 65
2025
Q3 		$301K Sell
1,523
-3
-0.2% -$589 0.15% 68
2025
Q2 		$296K Buy
1,526
+3
+0.2% +$529 0.17% 64
2025
Q1 		$272K Hold
1,523
– – 0.17% 64
2024
Q4 		$286K Hold
1,523
– – 0.2% 64
2024
Q3 		$271K Sell
1,523
-7,275
-83% -$1.21M 0.19% 60
2024
Q2 		$1.33M Sell
8,798
-5,565
-39% -$813K 1.03% 20
2024
Q1 		$2.09M Hold
14,363
– – 1.62% 14
2023
Q4 		$1.97M Hold
14,363
– – 1.63% 14
2023
Q3 		$1.82M Hold
14,363
– – 1.65% 15
2023
Q2 		$1.78M Hold
14,363
– – 1.58% 15
2023
Q1 		$1.72M Sell
14,363
-3,795
-21% -$551K 1.63% 15
2022
Q4 		$2.63M Hold
18,158
– – 2.23% 9
2022
Q3 		$3.2M Hold
18,158
– – 2.88% 8
2022
Q2 		$2.89M Buy
18,158
+46
+0.3% +$7.73K 2.93% 7
2022
Q1 		$3.07M Sell
18,112
-518
-3% -$91.3K 2.9% 7
2021
Q4 		$2.86M Buy
+18,630
New +$2.86M 2.66% 7

Other funds holding MTB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Smallwood Wealth Investment Management's MTB Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its M&T Bank (MTB) position steady in Q2 2026 at 1,523 shares worth $362K. The position accounts for 0.16% of the portfolio, ranked #62.

Smallwood Wealth Investment Management first reported a position in MTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.2M in Q3 2022. 522 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,523 shares of M&T Bank worth $362K as of Q2 2026.
  • Smallwood Wealth Investment Management left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.16% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #62 holding.
  • Smallwood Wealth Investment Management first reported a position in M&T Bank in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's M&T Bank position peaked at $3.2M in Q3 2022.
  • 522 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.