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Ascent Group’s M&T Bank MTB Stock Holding History

Ascent Group’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 		$686K Buy
3,317
+914
+38% +$197K 0.02% 438
2025
Q4 		$484K Sell
2,403
-51
-2% -$9.74K 0.02% 501
2025
Q3 		$485K Buy
2,454
+983
+67% +$193K 0.02% 507
2025
Q2 		$285K Sell
1,471
-17,654
-92% -$3.11M 0.01% 587
2025
Q1 		$3.42M Buy
19,125
+2,127
+13% +$403K 0.15% 151
2024
Q4 		$3.2M Buy
16,998
+1,432
+9% +$285K 0.24% 104
2024
Q3 		$2.77M Buy
15,566
+1,728
+12% +$287K 0.21% 122
2024
Q2 		$2.09M Buy
13,838
+1,878
+16% +$274K 0.17% 165
2024
Q1 		$1.74M Buy
11,960
+1,086
+10% +$150K 0.15% 202
2023
Q4 		$1.49M Buy
10,874
+446
+4% +$56K 0.14% 203
2023
Q3 		$1.22M Buy
10,428
+3,353
+47% +$437K 0.14% 206
2023
Q2 		$987K Buy
7,075
+2,151
+44% +$260K 0.11% 236
2023
Q1 		$589K Buy
4,924
+1,926
+64% +$280K 0.06% 290
2022
Q4 		$435K Buy
2,998
+1,756
+141% +$289K 0.05% 317
2022
Q3 		$209K Buy
+1,242
New +$220K 0.03% 444

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