LAWOOD & CO MTB — M & T BK CORP

Ownership history in LAWOOD & CO  ·  4 quarters on record

AI Ownership Summary

LAWOOD & CO reported M & T BK CORP (MTB) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 1.64% in 2025 Q4. The latest visible filing shows MTB at 1.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAWOOD & CO's position in M & T BK CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MTB was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MTB stock page LAWOOD & CO fund profile LAWOOD & CO full holdings
How LAWOOD & CO held MTB — position size vs. price
% of Fund (quarterly)    MTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 8,419 — 0% 1.27% $1.8M 2026-10-09 $217.49
2026 Q2 UNCHANGED — — — 8,419 — 0% 1.36% $2.0M 2026-07-13 $240.99
2026 Q1 REDUCED — — — 8,419 -200 -2.3% 1.61% $1.7M 2026-04-14 $217.58
2025 Q4 INITIATED — — — 8,619 — — 1.64% $1.7M 2026-02-05 $229.23

🏢 Other funds also holding MTB

As of 2026 Q3 — sorted by position size

Smead Capital Management, Inc. 3Y 7Y 1.27% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 1.14% Granite Group Advisors, LLC 1.07% Sound Income Strategies, LLC 3Y 7Y 0.86% WOLFF WIESE MAGANA LLC 3Y 0.74% McCollum Christoferson Group LLC 3Y 7Y 0.66% Emergent Wealth Advisors, LLC 0.44% Farrell Financial LLC 0.39% Hudock, Inc. 3Y 7Y 0.38% Salvus Wealth Management, LLC 3Y 0.36%

FAQ About LAWOOD & CO and MTB

These are the practical questions this page is built to answer before you even open the full history table.

How long has LAWOOD & CO reported owning MTB?

LAWOOD & CO reported MTB across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported MTB position in LAWOOD & CO's portfolio?

The largest reported portfolio weight for MTB was 1.64% in 2025 Q4.

What is the latest reported MTB position on this page?

The most recent filing on this page is 2026 Q3, when LAWOOD & CO reported 8,419 shares, equal to 1.27% of portfolio, with an estimated market value of $1.8M.

What does the chart on this MTB ownership page compare?

The chart compares LAWOOD & CO's quarterly MTB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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