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

Spire Wealth 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 		$136K Buy
570
+358
+169% +$78.3K ﹤0.01% 895
2026
Q1 		$43.8K Sell
212
-16
-7% -$3.44K ﹤0.01% 1203
2025
Q4 		$46K Buy
228
+17
+8% +$3.25K ﹤0.01% 1209
2025
Q3 		$41.7K Sell
211
-1
-0.5% -$196 ﹤0.01% 1293
2025
Q2 		$41.1K Sell
212
-2
-0.9% -$353 ﹤0.01% 1275
2025
Q1 		$38.3K Sell
214
-440
-67% -$83.5K ﹤0.01% 1382
2024
Q4 		$123K Buy
+654
New +$130K ﹤0.01% 966
2022
Q2 		– Sell
-829
Closed -$141K – 2778
2022
Q1 		$141K Sell
829
-67
-7% -$11.8K ﹤0.01% 1047
2021
Q4 		$138K Buy
896
+69
+8% +$10.6K ﹤0.01% 1271
2021
Q3 		$124K Buy
827
+1
+0.1% +$139 ﹤0.01% 1116
2021
Q2 		$120K Sell
826
-39
-5% -$6.09K ﹤0.01% 1124
2021
Q1 		$131K Buy
+865
New +$128K ﹤0.01% 1267

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Spire Wealth Management's MTB Position: Q2 2026 in Review

Spire Wealth Management increased its M&T Bank (MTB) stake by 169% in Q2 2026, buying an estimated $78.3K and bringing the position to 570 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Spire Wealth Management first reported a position in MTB in Q1 2021 and has held it in 12 quarters since. The position peaked at $141K in Q1 2022. 178 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Spire Wealth Management held 570 shares of M&T Bank worth $136K as of Q2 2026.
  • Spire Wealth Management bought 358 M&T Bank shares in Q2 2026, an estimated $78.3K.
  • M&T Bank made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #895 holding.
  • Spire Wealth Management first reported a position in M&T Bank in Q1 2021 and has held it in 12 quarters since.
  • Spire Wealth Management's M&T Bank position peaked at $141K in Q1 2022.
  • 178 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.