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Addison Advisors’s M&T Bank MTB Stock Holding History

Addison 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
Q1 		$385K Hold
1,863
– – 0.09% 152
2025
Q4 		$375K Hold
1,863
– – 0.08% 151
2025
Q3 		$368K Hold
1,863
– – 0.09% 153
2025
Q2 		$361K Buy
1,863
+152
+9% +$26.8K 0.09% 150
2025
Q1 		$306K Sell
1,711
-100
-6% -$19K 0.08% 153
2024
Q4 		$340K Buy
1,811
+150
+9% +$29.8K 0.09% 137
2024
Q3 		$296K Hold
1,661
– – 0.08% 161
2024
Q2 		$251K Sell
1,661
-680
-29% -$99.3K 0.08% 160
2024
Q1 		$340K Buy
2,341
+420
+22% +$58.2K 0.12% 132
2023
Q4 		$263K Hold
1,921
– – 0.1% 140
2023
Q3 		$243K Hold
1,921
– – 0.11% 130
2023
Q2 		$238K Hold
1,921
– – 0.12% 135
2023
Q1 		$230K Sell
1,921
-369
-16% -$53.6K 0.13% 127
2022
Q4 		$332K Sell
2,290
-568
-20% -$93.4K 0.2% 96
2022
Q3 		$504K Buy
2,858
+88
+3% +$15.6K 0.31% 65
2022
Q2 		$442K Buy
+2,770
New +$465K 0.27% 75

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return