Buckingham Strategic Wealth’s M&T Bank MTB Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$503K	Buy	3,324 +6	+0.2%	+$877	0.01%	465
2024 Q1	$483K	Buy	3,318 +94	+3%	+$13K	0.01%	467
2023 Q4	$442K	Sell	3,224 -60	-2%	-$7.54K	0.01%	471
2023 Q3	$415K	Buy	3,284 +130	+4%	+$17K	0.01%	458
2023 Q2	$390K	Buy	3,154 +32	+1%	+$3.87K	0.01%	480
2023 Q1	$453K	Hold	3,122	–	–	0.01%	402
2022 Q4	$453K	Sell	3,122 -115	-4%	-$18.9K	0.01%	404
2022 Q3	$571K	Buy	3,237 +65	+2%	+$11.5K	0.01%	338
2022 Q2	$506K	Buy	3,172 +824	+35%	+$138K	0.01%	371
2022 Q1	$398K	Hold	2,348	–	–	0.01%	410
2021 Q4	$361K	Buy	2,348 +12	+0.5%	+$1.84K	0.01%	432
2021 Q3	$349K	Sell	2,336 -229	-9%	-$31.7K	0.01%	428
2021 Q2	$373K	Buy	+2,565	New	+$401K	0.01%	420

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckingham Strategic Wealth's MTB Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its M&T Bank (MTB) stake by 0.18% in Q2 2024, buying an estimated $877 and bringing the position to 3,324 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #465.

Buckingham Strategic Wealth first reported a position in MTB in Q2 2021 and has held it in 13 quarters since. The position peaked at $571K in Q3 2022. 921 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

Buckingham Strategic Wealth held 3,324 shares of M&T Bank worth $503K as of Q2 2024.
Buckingham Strategic Wealth bought 6 M&T Bank shares in Q2 2024, an estimated $877.
M&T Bank made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #465 holding.
Buckingham Strategic Wealth first reported a position in M&T Bank in Q2 2021 and has held it in 13 quarters since.
Buckingham Strategic Wealth's M&T Bank position peaked at $571K in Q3 2022.
921 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.