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

Bickling 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
2022
Q4 		$546K Buy
3,765
+15
+0.4% +$2.47K 0.34% 53
2022
Q3 		$662K Buy
3,750
+11
+0.3% +$1.95K 0.45% 50
2022
Q2 		$596K Buy
+3,739
New +$628K 0.38% 55

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bickling Financial Services's MTB Position: Q4 2022 in Review

Bickling Financial Services increased its M&T Bank (MTB) stake by 0.4% in Q4 2022, buying an estimated $2.47K and bringing the position to 3,765 shares worth $546K. The position accounts for 0.34% of the portfolio, ranked #53.

Bickling Financial Services first reported a position in MTB in Q2 2022 and has held it in 3 quarters since. The position peaked at $662K in Q3 2022. 897 funds tracked by Wall St. Rank hold MTB as of Q4 2022.

  • Bickling Financial Services held 3,765 shares of M&T Bank worth $546K as of Q4 2022.
  • Bickling Financial Services bought 15 M&T Bank shares in Q4 2022, an estimated $2.47K.
  • M&T Bank made up 0.34% of Bickling Financial Services's portfolio in Q4 2022, its #53 holding.
  • Bickling Financial Services first reported a position in M&T Bank in Q2 2022 and has held it in 3 quarters since.
  • Bickling Financial Services's M&T Bank position peaked at $662K in Q3 2022.
  • 897 funds tracked by Wall St. Rank held M&T Bank as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.