West Branch Capital’s M&T Bank MTB Stock Holding History

West Branch Capital’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	$539K	Sell	2,263 -98	-4%	-$21.4K	0.13%	50
2026 Q1	$488K	Sell	2,361 -385	-14%	-$82.9K	0.13%	56
2025 Q4	$553K	Sell	2,746 -463	-14%	-$88.5K	0.14%	53
2025 Q3	$634K	Sell	3,209 -120	-4%	-$23.5K	0.17%	53
2025 Q2	$646K	Sell	3,329 -821	-20%	-$145K	0.19%	51
2025 Q1	$742K	Buy	4,150 +8	+0.2%	+$1.52K	0.25%	49
2024 Q4	$779K	Hold	4,142	–	–	0.25%	51
2024 Q3	$738K	Buy	4,142 +3	+0.1%	+$497	0.26%	49
2024 Q2	$626K	Hold	4,139	–	–	0.23%	48
2024 Q1	$602K	Hold	4,139	–	–	0.24%	49
2023 Q4	$567K	Sell	4,139 -200	-5%	-$25.1K	0.27%	45
2023 Q3	$549K	Hold	4,339	–	–	0.29%	47
2023 Q2	$537K	Hold	4,339	–	–	0.27%	49
2023 Q1	$519K	Hold	4,339	–	–	0.29%	49
2022 Q4	$629K	Hold	4,339	–	–	0.39%	45
2022 Q3	$765K	Sell	4,339 -160	-4%	-$28.3K	0.48%	46
2022 Q2	$717K	Hold	4,499	–	–	0.41%	46
2022 Q1	$763K	Hold	4,499	–	–	0.36%	49
2021 Q4	$691K	Hold	4,499	–	–	0.29%	52
2021 Q3	$672K	Hold	4,499	–	–	0.32%	52
2021 Q2	$654K	Hold	4,499	–	–	0.32%	53
2021 Q1	$682K	Hold	4,499	–	–	0.4%	53
2020 Q4	$573K	Hold	4,499	–	–	0.34%	53
2020 Q3	$414K	Hold	4,499	–	–	0.26%	56
2020 Q2	$468K	Hold	4,499	–	–	0.33%	58
2020 Q1	$465K	Hold	4,499	–	–	0.44%	49
2019 Q4	$764K	Hold	4,499	–	–	0.53%	52
2019 Q3	$711K	Buy	+4,499	New	+$708K	0.53%	55

Other funds holding MTB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

West Branch Capital's MTB Position: Q2 2026 in Review

West Branch Capital reduced its M&T Bank (MTB) stake by 4.2% in Q2 2026, selling an estimated $21.4K and leaving 2,263 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #50.

West Branch Capital first reported a position in MTB in Q3 2019 and has held it in 28 quarters since. The position peaked at $779K in Q4 2024. 233 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

West Branch Capital held 2,263 shares of M&T Bank worth $539K as of Q2 2026.
West Branch Capital sold 98 M&T Bank shares in Q2 2026, an estimated $21.4K.
M&T Bank made up 0.13% of West Branch Capital's portfolio in Q2 2026, its #50 holding.
West Branch Capital first reported a position in M&T Bank in Q3 2019 and has held it in 28 quarters since.
West Branch Capital's M&T Bank position peaked at $779K in Q4 2024.
233 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.