TrueWealth Advisors’s M&T Bank MTB Stock Holding History

TrueWealth Advisors’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	$1.09M	Buy	4,566 +211	+5%	+$46.1K	0.25%	80
2026 Q1	$900K	Buy	4,355 +3,175	+269%	+$683K	0.23%	85
2025 Q4	$238K	Hold	1,180	–	–	0.06%	213
2025 Q3	$233K	Hold	1,180	–	–	0.06%	208
2025 Q2	$229K	Hold	1,180	–	–	0.07%	204
2025 Q1	$211K	Hold	1,180	–	–	0.07%	199
2024 Q4	$222K	Hold	1,180	–	–	0.07%	206
2024 Q3	$210K	Buy	+1,180	New	+$196K	0.07%	219
2022 Q4	–	Sell	-1,180	Closed	-$208K	–	185
2022 Q3	$208K	Buy	+1,180	New	+$209K	0.1%	154

Other funds holding MTB

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return