Benjamin Edwards Inc’s M&T Bank MTB Stock Holding History

Benjamin Edwards Inc’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	$1.58M	Buy	7,625 +142	+2%	+$30.6K	0.02%	616
2025 Q4	$1.51M	Buy	7,483 +1,789	+31%	+$342K	0.02%	593
2025 Q3	$1.13M	Buy	5,694 +970	+21%	+$190K	0.01%	645
2025 Q2	$917K	Buy	4,724 +97	+2%	+$17.1K	0.01%	656
2025 Q1	$827K	Sell	4,627 -1,118	-19%	-$212K	0.01%	637
2024 Q4	$1.08M	Sell	5,745 -281	-5%	-$55.9K	0.02%	584
2024 Q3	$1.07M	Buy	+6,026	New	+$999K	0.02%	579
2023 Q2	–	Sell	-589	Closed	-$70K	–	706
2023 Q1	$70K	Sell	589 -381	-39%	-$55.3K	0.02%	418
2022 Q4	$141K	Buy	970 +210	+28%	+$34.5K	0.04%	309
2022 Q3	$134K	Buy	760 +17	+2%	+$3.01K	0.04%	303
2022 Q2	$118K	Buy	743 +1	+0.1%	+$168	0.03%	321
2022 Q1	$126K	Sell	742 -115	-13%	-$20.3K	0.04%	325
2021 Q4	$132K	Buy	857 +620	+262%	+$95.2K	0.04%	311
2021 Q3	$35K	Sell	237 -423	-64%	-$58.6K	0.02%	345
2021 Q2	$96K	Buy	+660	New	+$103K	0.07%	222
2020 Q3	–	Sell	-37	Closed	-$4K	–	382
2020 Q2	$4K	Hold	37	–	–	﹤0.01%	351
2020 Q1	$4K	Buy	+37	New	+$5.44K	﹤0.01%	341

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 $653B AUM 32.41% 1-Year Est. Return