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Capital Analysts LLC’s M&T Bank MTB Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-7
Closed -$1K – 1351
2024
Q3 		$1K Hold
7
– – ﹤0.01% 1281
2024
Q2 		$1K Buy
+7
New +$1.02K ﹤0.01% 1167
2024
Q1 		– Sell
-7
Closed -$1K – 1135
2023
Q4 		$1K Buy
+7
New +$880 ﹤0.01% 1065
2022
Q4 		– Sell
-33
Closed -$6K – 1131
2022
Q3 		$6K Buy
+33
New +$5.84K ﹤0.01% 871
2015
Q2 		– Sell
-76
Closed -$9.74K – 394
2015
Q1 		$9.74K Hold
76
– – ﹤0.01% 347
2014
Q4 		$9.58K Buy
76
+1
+1% +$123 ﹤0.01% 349
2014
Q3 		$9.35K Hold
75
– – ﹤0.01% 342
2014
Q2 		$9.36K Buy
+75
New +$9.14K ﹤0.01% 339

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return