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 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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

YHB Investment Advisors's MTB Position: Q2 2026 in Review

YHB Investment Advisors increased its M&T Bank (MTB) stake by 4.5% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,172 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #279.

YHB Investment Advisors first reported a position in MTB in Q2 2022 and has held it in 9 quarters since. The position peaked at $674K in Q3 2022. 492 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

YHB Investment Advisors held 1,172 shares of M&T Bank worth $279K as of Q2 2026.
YHB Investment Advisors bought 51 M&T Bank shares in Q2 2026, an estimated $11.2K.
M&T Bank made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #279 holding.
YHB Investment Advisors first reported a position in M&T Bank in Q2 2022 and has held it in 9 quarters since.
YHB Investment Advisors's M&T Bank position peaked at $674K in Q3 2022.
492 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.