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SteelPeak Wealth’s M&T Bank MTB Stock Holding History

SteelPeak Wealth’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 		– Hold
0
– – – 637

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

SteelPeak Wealth's MTB Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in M&T Bank (MTB) in Q2 2026: 20,463 shares worth $4.87M. The stake represents 0.13% of the portfolio and ranks #129 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in MTB as recently as Q4 2019.

SteelPeak Wealth first reported a position in MTB in Q4 2019 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • SteelPeak Wealth held 20,463 shares of M&T Bank worth $4.87M as of Q2 2026.
  • M&T Bank was a new SteelPeak Wealth position in Q2 2026.
  • M&T Bank made up 0.13% of SteelPeak Wealth's portfolio in Q2 2026, its #129 holding.
  • SteelPeak Wealth first reported a position in M&T Bank in Q4 2019 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.