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 Q3	$392K	Sell	1,801 -2,765	-61%	-$665K	0.09%	175
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

TrueWealth Advisors's MTB Position: Q3 2026 in Review

TrueWealth Advisors reduced its M&T Bank (MTB) stake by 61% in Q3 2026, selling an estimated $665K and leaving 1,801 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #175.

TrueWealth Advisors first reported a position in MTB in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.09M in Q2 2026. 648 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

TrueWealth Advisors held 1,801 shares of M&T Bank worth $392K as of Q3 2026.
TrueWealth Advisors sold 2,765 M&T Bank shares in Q3 2026, an estimated $665K.
M&T Bank made up 0.09% of TrueWealth Advisors's portfolio in Q3 2026, its #175 holding.
TrueWealth Advisors first reported a position in M&T Bank in Q3 2022 and has held it in 10 quarters since.
TrueWealth Advisors's M&T Bank position peaked at $1.09M in Q2 2026.
648 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.