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Carlson Capital’s M&T Bank MTB Stock Holding History

Carlson Capital’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
Q4 		– Sell
-3,700
Closed -$731K – 91
2025
Q3 		$731K Buy
+3,700
New +$726K 0.41% 37
2022
Q3 		– Sell
-101,900
Closed -$16.2M – 134
2022
Q2 		$16.2M Buy
+101,900
New +$17.1M 1.12% 24
2019
Q1 		– Sell
-290,943
Closed -$41.6M – 295
2018
Q4 		$41.6M Sell
290,943
-315,889
-52% -$50.5M 0.65% 37
2018
Q3 		$99.8M Buy
606,832
+457,207
+306% +$79.3M 1.24% 14
2018
Q2 		$25.5M Buy
149,625
+81,225
+119% +$14.6M 0.36% 71
2018
Q1 		$12.6M Buy
+68,400
New +$12.8M 0.19% 141
2015
Q4 		– Sell
-124,700
Closed -$15.2M – 364
2015
Q3 		$15.2M Buy
+124,700
New +$15.6M 0.18% 165

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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return