SEC 13F Intelligence

Sound Income Strategies, LLC / MTB

Sound Income Strategies, LLC’s M & T Bk Corp Position

Does Sound Income Strategies, LLC own M & T Bk Corp (MTB)? Yes99.5K shares worth $21M (+1.00% of its 13F portfolio) as of Q1 2026, down from 100.2K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
99.5K
% of Portfolio
+1.00%
Quarters Held
18
currently held

Position History MTB

Reported value by quarter
Q4 ’21: $2,000Q4 ’21Q1 ’22: $4,000Q2 ’22: $7MQ3 ’22: $9MQ3 ’22Q4 ’22: $8MQ1 ’23: $8MQ2 ’23: $8MQ2 ’23Q3 ’23: $9MQ4 ’23: $11MQ1 ’24: $13MQ1 ’24Q2 ’24: $14MQ3 ’24: $18MQ4 ’24: $20MQ4 ’24Q1 ’25: $20MQ2 ’25: $20MQ3 ’25: $19MQ3 ’25Q4 ’25: $21MQ1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202699.5K$21M+1.00%
Q4 2025100.2K$21M+1.01%
Q3 202599.7K$19M+1.02%
Q2 2025105.6K$20M+1.17%
Q1 2025111.7K$20M+1.18%
Q4 2024107.9K$20M+1.25%
Q3 202499.0K$18M+1.14%
Q2 202493.8K$14M+0.89%
Q1 202487.0K$13M+0.95%
Q4 202380.0K$11M+0.91%
Q3 202373.8K$9M+0.79%
Q2 202368.3K$8M+0.87%
Q1 202362.9K$8M+0.82%
Q4 202256.2K$8M+1.04%
Q3 202250.7K$9M+1.30%
Q2 202246.5K$7M+0.99%
Q1 202221$4,0000.00%
Q4 202112$2,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound Income Strategies, LLC’s full portfolio or all institutional holders of MTB.