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Sound Income Strategies’s M&T Bank MTB Stock Holding History

Sound Income Strategies’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 		$23.8M Buy
99,822
+366
+0.4% +$80K 1.07% 20
2026
Q1 		$20.8M Sell
99,456
-767
-0.8% -$165K 1% 27
2025
Q4 		$21.3M Buy
100,223
+538
+0.5% +$103K 1.01% 25
2025
Q3 		$18.7M Sell
99,685
-5,882
-6% -$1.15M 1.02% 29
2025
Q2 		$20.5M Sell
105,567
-6,151
-6% -$1.09M 1.17% 19
2025
Q1 		$20M Buy
111,718
+3,818
+4% +$724K 1.18% 23
2024
Q4 		$20.3M Buy
107,900
+8,853
+9% +$1.76M 1.25% 22
2024
Q3 		$17.6M Buy
99,047
+5,206
+6% +$863K 1.14% 27
2024
Q2 		$14.2M Buy
93,841
+6,791
+8% +$992K 0.89% 33
2024
Q1 		$12.7M Buy
87,050
+7,050
+9% +$977K 0.95% 35
2023
Q4 		$11M Buy
80,000
+6,215
+8% +$781K 0.91% 35
2023
Q3 		$9.33M Buy
73,785
+5,487
+8% +$716K 0.79% 37
2023
Q2 		$8.45M Buy
68,298
+5,414
+9% +$655K 0.87% 39
2023
Q1 		$7.52M Buy
62,884
+6,703
+12% +$973K 0.82% 40
2022
Q4 		$8.15M Buy
56,181
+5,438
+11% +$894K 1.04% 26
2022
Q3 		$8.95M Buy
50,743
+4,265
+9% +$755K 1.3% 23
2022
Q2 		$7.41M Buy
46,478
+46,457
+221,224% +$7.81M 0.99% 29
2022
Q1 		$4K Buy
21
+9
+75% +$1.59K ﹤0.01% 629
2021
Q4 		$2K Buy
+12
New +$1.84K ﹤0.01% 720
2018
Q2 		– Sell
-8
Closed -$1K – 719
2018
Q1 		$1K Buy
+8
New +$1.49K ﹤0.01% 535

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sound Income Strategies's MTB Position: Q2 2026 in Review

Sound Income Strategies increased its M&T Bank (MTB) stake by 0.37% in Q2 2026, buying an estimated $80K and bringing the position to 99,822 shares worth $23.8M. The position accounts for 1.07% of the portfolio, ranked #20.

Sound Income Strategies first reported a position in MTB in Q1 2018 and has held it in 20 quarters since. 681 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Sound Income Strategies held 99,822 shares of M&T Bank worth $23.8M as of Q2 2026.
  • Sound Income Strategies bought 366 M&T Bank shares in Q2 2026, an estimated $80K.
  • M&T Bank made up 1.07% of Sound Income Strategies's portfolio in Q2 2026, its #20 holding.
  • Sound Income Strategies first reported a position in M&T Bank in Q1 2018 and has held it in 20 quarters since.
  • 681 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.