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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
Q2 		$24K Buy
101
+53
+110% +$11.6K 0.01% 752
2026
Q1 		$9.92K 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

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

True Wealth Design's MTB Position: Q2 2026 in Review

True Wealth Design increased its M&T Bank (MTB) stake by 110% in Q2 2026, buying an estimated $11.6K and bringing the position to 101 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #752.

True Wealth Design first reported a position in MTB in Q3 2024 and has held it in 8 quarters since. 218 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • True Wealth Design held 101 shares of M&T Bank worth $24K as of Q2 2026.
  • True Wealth Design bought 53 M&T Bank shares in Q2 2026, an estimated $11.6K.
  • M&T Bank made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #752 holding.
  • True Wealth Design first reported a position in M&T Bank in Q3 2024 and has held it in 8 quarters since.
  • 218 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.