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Valeo Financial Advisors’s M&T Bank MTB Stock Holding History

Valeo Financial 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
Q2 		$317K Buy
1,333
+10
+0.8% +$2.19K 0.01% 611
2026
Q1 		$273K Sell
1,323
-784
-37% -$169K 0.01% 587
2025
Q4 		$424K Buy
2,107
+111
+6% +$21.2K 0.01% 506
2025
Q3 		$394K Sell
1,996
-315
-14% -$61.8K 0.01% 520
2025
Q2 		$448K Buy
2,311
+613
+36% +$108K 0.01% 483
2025
Q1 		$304K Buy
1,698
+120
+8% +$22.8K 0.01% 531
2024
Q4 		$297K Buy
+1,578
New +$314K 0.01% 540
2020
Q3 		– Sell
-90
Closed -$9K – 1956
2020
Q2 		$9K Buy
90
+74
+463% +$7.81K ﹤0.01% 1327
2020
Q1 		$2K Hold
16
– – ﹤0.01% 1550
2019
Q4 		$3K Sell
16
-12
-43% -$1.95K ﹤0.01% 1403
2019
Q3 		$4K Buy
28
+12
+75% +$1.89K ﹤0.01% 1255
2019
Q2 		$3K Hold
16
– – ﹤0.01% 1343
2019
Q1 		$3K Hold
16
– – ﹤0.01% 1293
2018
Q4 		$2K Hold
16
– – ﹤0.01% 1297
2018
Q3 		$3K Hold
16
– – ﹤0.01% 1362
2018
Q2 		$3K Sell
16
-5
-24% -$896 ﹤0.01% 1263
2018
Q1 		$4K Sell
21
-6
-22% -$1.12K ﹤0.01% 1199
2017
Q4 		$5K Buy
27
+17
+170% +$2.82K ﹤0.01% 1016
2017
Q3 		$2K Buy
+10
New +$1.57K ﹤0.01% 1031

Other funds holding MTB

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return