Turtle Creek Wealth Advisors’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$250K Buy
+1,050
New +$230K 0.01% 404
2024
Q1
Sell
-8
Closed -$1.1K 583
2023
Q4
$1.1K Buy
+8
New +$1K ﹤0.01% 820

Other funds holding MTB

Turtle Creek Wealth Advisors's MTB Position: Q2 2026 in Review

Turtle Creek Wealth Advisors opened a new position in M&T Bank (MTB) in Q2 2026: 1,050 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in MTB as recently as Q4 2023.

Turtle Creek Wealth Advisors first reported a position in MTB in Q4 2023 and has held it in 2 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Turtle Creek Wealth Advisors held 1,050 shares of M&T Bank worth $250K as of Q2 2026.
  • M&T Bank was a new Turtle Creek Wealth Advisors position in Q2 2026.
  • M&T Bank made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #404 holding.
  • Turtle Creek Wealth Advisors first reported a position in M&T Bank in Q4 2023 and has held it in 2 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.