Toth Financial Advisory’s M&T Bank MTB Stock Holding History

Toth Financial Advisory’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 Q3	$5.22K	Buy	+24	New	+$5.78K	﹤0.01%	665
2026 Q2	–	Sell	-4	Closed	-$827	–	959
2026 Q1	$827	Hold	4	–	–	﹤0.01%	828
2025 Q4	$806	Buy	+4	New	+$764	﹤0.01%	796
2023 Q3	–	Sell	-10	Closed	-$1.24K	–	821
2023 Q2	$1.24K	Buy	+10	New	+$1.21K	﹤0.01%	711

Other funds holding MTB

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Toth Financial Advisory's MTB Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in M&T Bank (MTB) in Q3 2026: 24 shares worth $5.22K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in MTB as recently as Q1 2026.

Toth Financial Advisory first reported a position in MTB in Q2 2023 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Toth Financial Advisory held 24 shares of M&T Bank worth $5.22K as of Q3 2026.
M&T Bank was a new Toth Financial Advisory position in Q3 2026.
M&T Bank made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #665 holding.
Toth Financial Advisory first reported a position in M&T Bank in Q2 2023 and has held it in 4 quarters since.
351 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.