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YHB Investment Advisors’s M&T Bank MTB Stock Holding History

YHB Investment Advisors’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 		$244K Sell
1,122
-50
-4% -$12K 0.02% 295
2026
Q2 		$279K Buy
1,172
+51
+5% +$11.2K 0.02% 279
2026
Q1 		$232K Sell
1,121
-90
-7% -$19.4K 0.02% 281
2025
Q4 		$244K Hold
1,211
– – 0.02% 278
2025
Q3 		$239K Hold
1,211
– – 0.02% 279
2025
Q2 		$235K Sell
1,211
-70
-5% -$12.4K 0.02% 284
2025
Q1 		$229K Buy
+1,281
New +$243K 0.02% 269
2023
Q1 		– Sell
-3,398
Closed -$493K – 285
2022
Q4 		$493K Sell
3,398
-425
-11% -$69.9K 0.05% 184
2022
Q3 		$674K Buy
3,823
+6
+0.2% +$1.06K 0.07% 166
2022
Q2 		$608K Buy
+3,817
New +$641K 0.06% 175

Other funds holding MTB

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

YHB Investment Advisors's MTB Position: Q3 2026 in Review

YHB Investment Advisors reduced its M&T Bank (MTB) stake by 4.3% in Q3 2026, selling an estimated $12K and leaving 1,122 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #295.

YHB Investment Advisors first reported a position in MTB in Q2 2022 and has held it in 10 quarters since. The position peaked at $674K in Q3 2022. 42 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • YHB Investment Advisors held 1,122 shares of M&T Bank worth $244K as of Q3 2026.
  • YHB Investment Advisors sold 50 M&T Bank shares in Q3 2026, an estimated $12K.
  • M&T Bank made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #295 holding.
  • YHB Investment Advisors first reported a position in M&T Bank in Q2 2022 and has held it in 10 quarters since.
  • YHB Investment Advisors's M&T Bank position peaked at $674K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.