True Wealth Design
MTB icon

True Wealth Design’s M&T Bank MTB Stock Holding History

True Wealth Design’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 		$36.6K Buy
168
+67
+66% +$16.1K 0.01% 621
2026
Q2 		$24K Buy
101
+53
+110% +$11.6K 0.01% 752
2026
Q1 		$9.9K Buy
48
+4
+9% +$861 ﹤0.01% 971
2025
Q4 		$8.87K Sell
44
-12
-21% -$2.29K ﹤0.01% 905
2025
Q3 		$11.1K Buy
56
+36
+180% +$7.06K ﹤0.01% 797
2025
Q2 		$3.88K Sell
20
-91
-82% -$16.1K ﹤0.01% 903
2025
Q1 		$19.8K Buy
111
+32
+41% +$6.07K 0.01% 346
2024
Q4 		$14.9K Hold
79
– – 0.01% 359
2024
Q3 		$14.1K Buy
+79
New +$13.1K 0.01% 378

Other funds holding MTB

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

True Wealth Design's MTB Position: Q3 2026 in Review

True Wealth Design increased its M&T Bank (MTB) stake by 66% in Q3 2026, buying an estimated $16.1K and bringing the position to 168 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #621.

True Wealth Design first reported a position in MTB in Q3 2024 and has held it in 9 quarters since. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • True Wealth Design held 168 shares of M&T Bank worth $36.6K as of Q3 2026.
  • True Wealth Design bought 67 M&T Bank shares in Q3 2026, an estimated $16.1K.
  • M&T Bank made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #621 holding.
  • True Wealth Design first reported a position in M&T Bank in Q3 2024 and has held it in 9 quarters since.
  • 286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.