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
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: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in M&T Bank (MTB) in Q1 2026: 205 shares worth $42.4K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MTB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MTB in Q2 2025 and has held it in 2 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 205 shares of M&T Bank worth $42.4K as of Q1 2026.
  • M&T Bank was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • M&T Bank made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #468 holding.
  • Twin Peaks Wealth Advisors first reported a position in M&T Bank in Q2 2025 and has held it in 2 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.