Valley Wealth Managers’s M&T Bank MTB Stock Holding History

Valley Wealth Managers’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 Q3	$3.05K	Hold	14	–	–	﹤0.01%	311
2026 Q2	$3.33K	Hold	14	–	–	﹤0.01%	310
2026 Q1	$2.89K	Hold	14	–	–	﹤0.01%	290
2025 Q4	$2.82K	Hold	14	–	–	﹤0.01%	323
2025 Q3	$2.77K	Hold	14	–	–	﹤0.01%	280
2025 Q2	$2.72K	Buy	+14	New	+$2.47K	﹤0.01%	270
2023 Q3	–	Sell	-125	Closed	-$15.5K	–	383
2023 Q2	$15.5K	Hold	125	–	–	﹤0.01%	258
2023 Q1	$14.9K	Hold	125	–	–	﹤0.01%	268
2022 Q4	$18.1K	Hold	125	–	–	﹤0.01%	274
2022 Q3	$22K	Hold	125	–	–	﹤0.01%	283
2022 Q2	$20K	Buy	+125	New	+$21K	﹤0.01%	295
2020 Q4	–	Sell	-84,768	Closed	-$7.81M	–	164
2020 Q3	$7.81M	Sell	84,768 -20,879	-20%	-$2.13M	0.86%	46
2020 Q2	$11M	Buy	105,647 +4,066	+4%	+$429K	1.23%	39
2020 Q1	$10.5M	Buy	+101,581	New	+$14.9M	1.36%	33
2017 Q2	–	Sell	-36	Closed	-$6K	–	159
2017 Q1	$6K	Hold	36	–	–	﹤0.01%	184
2016 Q4	$6K	Hold	36	–	–	﹤0.01%	189
2016 Q3	$4K	Hold	36	–	–	﹤0.01%	188
2016 Q2	$4K	Buy	+36	New	+$4.18K	﹤0.01%	193

Other funds holding MTB

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Valley Wealth Managers's MTB Position: Q3 2026 in Review

Valley Wealth Managers held its M&T Bank (MTB) position steady in Q3 2026 at 14 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Valley Wealth Managers first reported a position in MTB in Q2 2016 and has held it in 18 quarters since. The position peaked at $11M in Q2 2020. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Valley Wealth Managers held 14 shares of M&T Bank worth $3.05K as of Q3 2026.
Valley Wealth Managers left its M&T Bank share count unchanged in Q3 2026.
M&T Bank made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #311 holding.
Valley Wealth Managers first reported a position in M&T Bank in Q2 2016 and has held it in 18 quarters since.
Valley Wealth Managers's M&T Bank position peaked at $11M in Q2 2020.
286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.