RAFFA WEALTH MANAGEMENT, LLC’s M&T Bank MTB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$5K	Buy	21 +1	+5%	+$219	﹤0.01%	591
2026 Q1	$4.13K	Buy	20 +1	+5%	+$215	﹤0.01%	579
2025 Q4	$3.83K	Hold	19	–	–	﹤0.01%	569
2025 Q3	$3.75K	Hold	19	–	–	﹤0.01%	546
2025 Q2	$3.69K	Sell	19 -13	-41%	-$2.29K	﹤0.01%	559
2025 Q1	$5.72K	Hold	32	–	–	﹤0.01%	412
2024 Q4	$6.02K	Buy	32 +13	+68%	+$2.58K	﹤0.01%	417
2024 Q3	$3.38K	Hold	19	–	–	﹤0.01%	508
2024 Q2	$2.88K	Hold	19	–	–	﹤0.01%	636
2024 Q1	$2.76K	Hold	19	–	–	﹤0.01%	629
2023 Q4	$2.6K	Hold	19	–	–	﹤0.01%	539
2023 Q3	$2.4K	Hold	19	–	–	﹤0.01%	532
2023 Q2	$2.35K	Hold	19	–	–	﹤0.01%	561
2023 Q1	$2.27K	Hold	19	–	–	﹤0.01%	569
2022 Q4	$2.76K	Hold	19	–	–	﹤0.01%	507
2022 Q3	$3.35K	Hold	19	–	–	﹤0.01%	470
2022 Q2	$3.03K	Buy	19 +6	+46%	+$1.01K	﹤0.01%	507
2022 Q1	$2.2K	Hold	13	–	–	﹤0.01%	615
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	660
2021 Q3	$1.94K	Hold	13	–	–	﹤0.01%	623
2021 Q2	$1.89K	Hold	13	–	–	﹤0.01%	643
2021 Q1	$1.97K	Hold	13	–	–	﹤0.01%	644
2020 Q4	$1.66K	Hold	13	–	–	﹤0.01%	599
2020 Q3	$1.2K	Hold	13	–	–	﹤0.01%	619
2020 Q2	$1.35K	Hold	13	–	–	﹤0.01%	573
2020 Q1	$1.34K	Hold	13	–	–	﹤0.01%	504
2019 Q4	$2.21K	Hold	13	–	–	﹤0.01%	381
2019 Q3	$2.05K	Buy	+13	New	+$2.05K	﹤0.01%	387
2019 Q2	–	Sell	-13	Closed	-$2.04K	–	1147
2019 Q1	$2.04K	Hold	13	–	–	﹤0.01%	359
2018 Q4	$1.86K	Hold	13	–	–	﹤0.01%	368
2018 Q3	$2.14K	Hold	13	–	–	﹤0.01%	377
2018 Q2	$2.21K	Hold	13	–	–	﹤0.01%	352
2018 Q1	$2.4K	Buy	+13	New	+$2.42K	﹤0.01%	325
2015 Q4	–	Sell	-75	Closed	-$9.15K	–	869
2015 Q3	$9.15K	Buy	+75	New	+$9.38K	0.01%	176

Other funds holding MTB

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MTB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its M&T Bank (MTB) stake by 5% in Q2 2026, buying an estimated $219 and bringing the position to 21 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MTB in Q3 2015 and has held it in 34 quarters since. The position peaked at $9.15K in Q3 2015. 389 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 21 shares of M&T Bank worth $5K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1 M&T Bank share in Q2 2026, an estimated $219.
M&T Bank made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #591 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in M&T Bank in Q3 2015 and has held it in 34 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's M&T Bank position peaked at $9.15K in Q3 2015.
389 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.