Whipplewood 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
Q2
$3.09K Sell
13
-14
-52% -$3.06K ﹤0.01% 372
2026
Q1
$5.58K Buy
+27
New +$5.81K ﹤0.01% 590
2025
Q3
Sell
-31
Closed -$6.01K 857
2025
Q2
$6.01K Sell
31
-33
-52% -$5.82K ﹤0.01% 658
2025
Q1
$4.83K Sell
64
-5
-7% -$948 ﹤0.01% 704
2024
Q4
$13K Buy
+69
New +$13.7K 0.01% 516

Other funds holding MTB

Whipplewood Advisors's MTB Position: Q2 2026 in Review

Whipplewood Advisors reduced its M&T Bank (MTB) stake by 52% in Q2 2026, selling an estimated $3.06K and leaving 13 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Whipplewood Advisors first reported a position in MTB in Q4 2024 and has held it in 5 quarters since. The position peaked at $13K in Q4 2024. 1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Whipplewood Advisors held 13 shares of M&T Bank worth $3.09K as of Q2 2026.
  • Whipplewood Advisors sold 14 M&T Bank shares in Q2 2026, an estimated $3.06K.
  • M&T Bank made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #372 holding.
  • Whipplewood Advisors first reported a position in M&T Bank in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's M&T Bank position peaked at $13K in Q4 2024.
  • 1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.