WMWM
MTB icon

Whitaker-Myers Wealth Managers’s M&T Bank MTB Stock Holding History

Whitaker-Myers 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
Q2 		$2.67M Buy
11,210
+1,255
+13% +$274K 0.45% 32
2026
Q1 		$2.06M Buy
+9,955
New +$2.14M 0.41% 44

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
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

Whitaker-Myers Wealth Managers's MTB Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its M&T Bank (MTB) stake by 13% in Q2 2026, buying an estimated $274K and bringing the position to 11,210 shares worth $2.67M. The position accounts for 0.45% of the portfolio, ranked #32.

Whitaker-Myers Wealth Managers first reported a position in MTB in Q1 2026 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 11,210 shares of M&T Bank worth $2.67M as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 1,255 M&T Bank shares in Q2 2026, an estimated $274K.
  • M&T Bank made up 0.45% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #32 holding.
  • Whitaker-Myers Wealth Managers first reported a position in M&T Bank in Q1 2026 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.