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

ALPS 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
2025
Q1 		– Sell
-3,000
Closed -$564K – 1081
2024
Q4 		$564K Buy
3,000
+910
+44% +$181K ﹤0.01% 582
2024
Q3 		$372K Sell
2,090
-328
-14% -$54.4K ﹤0.01% 731
2024
Q2 		$366K Sell
2,418
-14
-0.6% -$2.04K ﹤0.01% 697
2024
Q1 		$354K Sell
2,432
-97
-4% -$13.4K ﹤0.01% 813
2023
Q4 		$347K Sell
2,529
-145
-5% -$18.2K ﹤0.01% 771
2023
Q3 		$338K Buy
2,674
+264
+11% +$34.4K ﹤0.01% 700
2023
Q2 		$298K Buy
2,410
+20
+0.8% +$2.42K ﹤0.01% 882
2023
Q1 		$286K Buy
+2,390
New +$347K ﹤0.01% 924
2019
Q3 		– Sell
-5,725
Closed -$974K – 938
2019
Q2 		$974K Sell
5,725
-545
-9% -$90.3K 0.01% 338
2019
Q1 		$985K Buy
6,270
+4,653
+288% +$764K 0.01% 330
2018
Q4 		$231K Buy
1,617
+76
+5% +$12.1K ﹤0.01% 844
2018
Q3 		$254K Sell
1,541
-6,990
-82% -$1.21M ﹤0.01% 905
2018
Q2 		$1.45M Buy
8,531
+359
+4% +$64.3K 0.01% 265
2018
Q1 		$1.51M Buy
+8,172
New +$1.52M 0.01% 241
2014
Q1 		– Sell
-4,340
Closed -$484K – 650
2013
Q4 		$484K Buy
4,340
+2,100
+94% +$239K ﹤0.01% 426
2013
Q3 		$251K Buy
+2,240
New +$259K ﹤0.01% 407

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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