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Planning Strategies Inc.’s M&T Bank MTB Stock Holding History

Planning Strategies Inc.’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 		$476 Buy
+2
New +$437 ﹤0.01% 864

Other funds holding MTB

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
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

Planning Strategies Inc.'s MTB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in M&T Bank (MTB) in Q2 2026: 2 shares worth $476. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings.

398 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Planning Strategies Inc. held 2 shares of M&T Bank worth $476 as of Q2 2026.
  • M&T Bank was a new Planning Strategies Inc. position in Q2 2026.
  • M&T Bank made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #864 holding.
  • 398 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.