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Successful Portfolios’s M&T Bank MTB Stock Holding History

Successful Portfolios’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 		$289K Sell
1,204
-1
-0.1% -$219 0.13% 146
2026
Q1 		$245K Sell
1,205
-21
-2% -$4.52K 0.13% 153
2025
Q4 		$260K Sell
1,226
-5
-0.4% -$955 0.13% 151
2025
Q3 		$243K Sell
1,231
-68
-5% -$13.3K 0.14% 142
2025
Q2 		$252K Sell
1,299
-5
-0.4% -$882 0.16% 136
2025
Q1 		$233K Sell
1,304
-5
-0.4% -$948 0.16% 132
2024
Q4 		$246K Hold
1,309
– – 0.16% 125
2024
Q3 		$233K Sell
1,309
-14
-1% -$2.32K 0.16% 136
2024
Q2 		$200K Buy
+1,323
New +$193K 0.14% 149
2023
Q1 		– Sell
-1,489
Closed -$216K – 196
2022
Q4 		$216K Sell
1,489
-94
-6% -$15.5K 0.14% 165
2022
Q3 		$279K Sell
1,583
-97
-6% -$17.2K 0.2% 135
2022
Q2 		$268K Buy
+1,680
New +$282K 0.18% 143

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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

Successful Portfolios's MTB Position: Q2 2026 in Review

Successful Portfolios reduced its M&T Bank (MTB) stake by 0.08% in Q2 2026, selling an estimated $219 and leaving 1,204 shares worth $289K. The position accounts for 0.13% of the portfolio, ranked #146.

Successful Portfolios first reported a position in MTB in Q2 2022 and has held it in 12 quarters since. 233 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Successful Portfolios held 1,204 shares of M&T Bank worth $289K as of Q2 2026.
  • Successful Portfolios sold 1 M&T Bank share in Q2 2026, an estimated $219.
  • M&T Bank made up 0.13% of Successful Portfolios's portfolio in Q2 2026, its #146 holding.
  • Successful Portfolios first reported a position in M&T Bank in Q2 2022 and has held it in 12 quarters since.
  • 233 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.