Bard Financial Services’s M&T Bank MTB Stock Holding History

Bard Financial Services’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	$1.45M	Hold	7,360	–	–	0.16%	101
2025 Q2	$1.43M	Sell	7,360 -1,145	-13%	-$202K	0.17%	100
2025 Q1	$1.52M	Sell	8,505 -75	-0.9%	-$14.2K	0.19%	95
2024 Q4	$1.61M	Hold	8,580	–	–	0.19%	94
2024 Q3	$1.53M	Sell	8,580 -6,335	-42%	-$1.05M	0.18%	95
2024 Q2	$2.26M	Buy	14,915 +55	+0.4%	+$8.04K	0.23%	83
2024 Q1	$2.16M	Sell	14,860 -375	-2%	-$52K	0.23%	88
2023 Q4	$2.09M	Hold	15,235	–	–	0.23%	88
2023 Q3	$1.93M	Buy	15,235 +800	+6%	+$104K	0.24%	83
2023 Q2	$1.79M	Buy	14,435 +3,025	+27%	+$366K	0.14%	127
2023 Q1	$1.36M	Buy	11,410 +470	+4%	+$68.2K	0.11%	141
2022 Q4	$1.59M	Sell	10,940 -1,590	-13%	-$261K	0.13%	128
2022 Q3	$2.21M	Buy	12,530 +50	+0.4%	+$8.85K	0.21%	103
2022 Q2	$1.99M	Buy	+12,480	New	+$2.1M	0.18%	109

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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