Twin Peaks 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
Sell
-205
Closed -$42.4K 1455
2026
Q1
$42.4K Buy
+205
New +$44.1K 0.01% 468
2025
Q3
Sell
-191
Closed -$36.5K 1382
2025
Q2
$36.5K Buy
+191
New +$33.7K 0.01% 417

Other funds holding MTB

Twin Peaks Wealth Advisors's MTB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 205 shares — an estimated $42.4K sold.

Twin Peaks Wealth Advisors first reported a position in MTB in Q2 2025 and held it in 2 quarters. The position peaked at $42.4K in Q1 2026. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 205 M&T Bank shares in Q2 2026, an estimated $42.4K.
  • Twin Peaks Wealth Advisors first reported a position in M&T Bank in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's M&T Bank position peaked at $42.4K in Q1 2026.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.