Checchi Capital Advisers’s M&T Bank MTB Stock Holding History

Checchi Capital Advisers’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
2026 Q1	$362K	Buy	1,753 +347	+25%	+$74.7K	0.02%	419
2025 Q4	$283K	Buy	1,406 +38	+3%	+$7.26K	0.02%	450
2025 Q3	$270K	Buy	1,368 +44	+3%	+$8.63K	0.02%	469
2025 Q2	$257K	Sell	1,324 -255	-16%	-$45K	0.02%	491
2025 Q1	$282K	Buy	1,579 +67	+4%	+$12.7K	0.02%	472
2024 Q4	$284K	Buy	1,512 +40	+3%	+$7.95K	0.02%	451
2024 Q3	$262K	Buy	1,472 +34	+2%	+$5.64K	0.02%	477
2024 Q2	$218K	Buy	1,438 +48	+3%	+$7.01K	0.02%	512
2024 Q1	$202K	Buy	+1,390	New	+$193K	0.02%	555
2023 Q2	–	Sell	-1,909	Closed	-$228K	–	592
2023 Q1	$228K	Buy	1,909 +56	+3%	+$8.13K	0.02%	499
2022 Q4	$269K	Sell	1,853 -300	-14%	-$49.3K	0.03%	423
2022 Q3	$380K	Buy	2,153 +38	+2%	+$6.72K	0.04%	323
2022 Q2	$375K	Buy	+2,115	New	+$355K	0.04%	360
2018 Q4	–	Sell	-1,303	Closed	-$214K	–	422
2018 Q3	$214K	Buy	+1,303	New	+$226K	0.04%	401
2016 Q3	–	Sell	-1,412	Closed	-$167K	–	911
2016 Q2	$167K	Sell	1,412 -106	-7%	-$12.3K	0.04%	399
2016 Q1	$168K	Buy	+1,518	New	+$165K	0.04%	401

Other funds holding MTB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return