Aptus Capital Advisors’s M&T Bank MTB Stock Holding History

Aptus Capital 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	$1.2M	Buy	5,824 +1,506	+35%	+$324K	0.01%	552
2025 Q4	$870K	Sell	4,318 -52	-1%	-$9.94K	0.01%	612
2025 Q3	$864K	Sell	4,370 -1,361	-24%	-$267K	0.01%	579
2025 Q2	$1.11M	Buy	5,731 +1,752	+44%	+$309K	0.01%	513
2025 Q1	$711K	Sell	3,979 -94	-2%	-$17.8K	0.01%	571
2024 Q4	$766K	Buy	4,073 +2,001	+97%	+$398K	0.01%	538
2024 Q3	$369K	Buy	2,072 +114	+6%	+$18.9K	0.01%	615
2024 Q2	$296K	Buy	1,958 +109	+6%	+$15.9K	0.01%	627
2024 Q1	$269K	Buy	1,849 +318	+21%	+$44.1K	0.01%	658
2023 Q4	$210K	Sell	1,531 -111	-7%	-$13.9K	0.01%	543
2023 Q3	$208K	Buy	+1,642	New	+$214K	0.01%	562
2022 Q4	–	Sell	-1,148	Closed	-$202K	–	832
2022 Q3	$202K	Buy	+1,148	New	+$203K	0.01%	440

Other funds holding MTB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return