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

Ballentine 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
2025 Q3	$552K	Buy
2025 Q2	$522K	Sell
2025 Q1	$516K	Buy
2024 Q4	$400K	Buy
2024 Q3	$309K	Buy
2024 Q2	$246K	Buy
2024 Q1	$216K	Buy