AP
MTB icon

Advisor Partners’s M&T Bank MTB Stock Holding History

Advisor Partners’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
2022
Q2 		$2.12M Buy
13,314
+10,562
+384% +$1.77M 0.15% 140
2022
Q1 		$466K Buy
2,752
+67
+2% +$11.8K 0.03% 533
2021
Q4 		$413K Buy
2,685
+428
+19% +$65.7K 0.02% 565
2021
Q3 		$337K Sell
2,257
-330
-13% -$45.7K 0.02% 609
2021
Q2 		$376K Sell
2,587
-9
-0.3% -$1.41K 0.02% 585
2021
Q1 		$394K Buy
2,596
+38
+1% +$5.6K 0.03% 552
2020
Q4 		$326K Buy
2,558
+37
+1% +$4.21K 0.02% 567
2020
Q3 		$232K Sell
2,521
-378
-13% -$38.6K 0.02% 594
2020
Q2 		$301K Sell
2,899
-5,288
-65% -$558K 0.03% 518
2020
Q1 		$846K Buy
8,187
+4,893
+149% +$720K 0.1% 186
2019
Q4 		$536K Sell
3,294
-16
-0.5% -$2.6K 0.06% 330
2019
Q3 		$523K Sell
3,310
-585
-15% -$92.1K 0.06% 325
2019
Q2 		$662K Buy
3,895
+342
+10% +$56.7K 0.08% 247
2019
Q1 		$558K Sell
3,553
-452
-11% -$74.2K 0.07% 278
2018
Q4 		$573K Buy
4,005
+1,017
+34% +$163K 0.09% 240
2018
Q3 		$492K Buy
2,988
+130
+5% +$22.6K 0.07% 307
2018
Q2 		$486K Buy
2,858
+141
+5% +$25.3K 0.08% 283
2018
Q1 		$501K Sell
2,717
-37
-1% -$6.9K 0.09% 264
2017
Q4 		$520K Buy
2,754
+253
+10% +$42K 0.09% 259
2017
Q3 		$403K Sell
2,501
-333
-12% -$52.3K 0.08% 282
2017
Q2 		$459K Buy
2,834
+422
+17% +$66.6K 0.11% 234
2017
Q1 		$373K Buy
2,412
+360
+18% +$58.3K 0.1% 261
2016
Q4 		$321K Buy
+2,052
New +$278K 0.1% 261
2015
Q3 		– Sell
-1,724
Closed -$219K – 336
2015
Q2 		$219K Buy
1,724
+2
+0.1% +$246 0.08% 291
2015
Q1 		$219K Buy
+1,722
New +$208K 0.09% 289

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's MTB Position: Q2 2022 in Review

Advisor Partners increased its M&T Bank (MTB) stake by 384% in Q2 2022, buying an estimated $1.77M and bringing the position to 13,314 shares worth $2.12M. The position accounts for 0.15% of the portfolio, ranked #140.

Advisor Partners first reported a position in MTB in Q1 2015 and has held it in 25 quarters since. 886 funds tracked by Wall St. Rank hold MTB as of Q2 2022.

  • Advisor Partners held 13,314 shares of M&T Bank worth $2.12M as of Q2 2022.
  • Advisor Partners bought 10,562 M&T Bank shares in Q2 2022, an estimated $1.77M.
  • M&T Bank made up 0.15% of Advisor Partners's portfolio in Q2 2022, its #140 holding.
  • Advisor Partners first reported a position in M&T Bank in Q1 2015 and has held it in 25 quarters since.
  • 886 funds tracked by Wall St. Rank held M&T Bank as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.