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USA FINANCIAL FORMULAS’s M&T Bank MTB Stock Holding History

USA FINANCIAL FORMULAS’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 		$12.6K Buy
+53
New +$11.6K ﹤0.01% 349

Other funds holding MTB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

USA FINANCIAL FORMULAS's MTB Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in M&T Bank (MTB) in Q2 2026: 53 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

578 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • USA FINANCIAL FORMULAS held 53 shares of M&T Bank worth $12.6K as of Q2 2026.
  • M&T Bank was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • M&T Bank made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #349 holding.
  • 578 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.