BFG
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Bleakley Financial Group’s M&T Bank MTB Stock Holding History

Bleakley Financial 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
2025
Q1 		– Sell
-3,535
Closed -$665K – 812
2024
Q4 		$665K Buy
3,535
+134
+4% +$26.6K 0.02% 536
2024
Q3 		$606K Buy
3,401
+305
+10% +$50.6K 0.02% 541
2024
Q2 		$469K Buy
3,096
+116
+4% +$16.9K 0.01% 632
2024
Q1 		$433K Buy
2,980
+348
+13% +$48.2K 0.01% 658
2023
Q4 		$361K Buy
2,632
+7
+0.3% +$880 0.01% 680
2023
Q3 		$332K Sell
2,625
-238
-8% -$31K 0.01% 657
2023
Q2 		$354K Buy
2,863
+601
+27% +$72.7K 0.01% 677
2023
Q1 		$270K Sell
2,262
-650
-22% -$94.4K 0.01% 736
2022
Q4 		$422K Buy
+2,912
New +$479K 0.02% 592

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