James T. Borello RIA
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James T. Borello RIA’s M&T Bank MTB Stock Holding History

James T. Borello RIA’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
Q3 		$11.3K Sell
52
-2
-4% -$481 ﹤0.01% 571
2026
Q2 		$12.9K Sell
54
-1
-2% -$219 ﹤0.01% 523
2026
Q1 		$11.4K Buy
55
+42
+323% +$9.04K ﹤0.01% 531
2025
Q4 		$2.62K Hold
13
– – ﹤0.01% 724
2025
Q3 		$2.57K Buy
+13
New +$2.55K ﹤0.01% 685

Other funds holding MTB

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

James T. Borello RIA's MTB Position: Q3 2026 in Review

James T. Borello RIA reduced its M&T Bank (MTB) stake by 3.7% in Q3 2026, selling an estimated $481 and leaving 52 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

James T. Borello RIA first reported a position in MTB in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.9K in Q2 2026. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • James T. Borello RIA held 52 shares of M&T Bank worth $11.3K as of Q3 2026.
  • James T. Borello RIA sold 2 M&T Bank shares in Q3 2026, an estimated $481.
  • M&T Bank made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #571 holding.
  • James T. Borello RIA first reported a position in M&T Bank in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's M&T Bank position peaked at $12.9K in Q2 2026.
  • 286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.