Claris Advisors’s M&T Bank MTB Stock Holding History

Claris Advisors’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	-4	Closed	-$712	–	746
2024 Q3	$712	Buy	+4	New	+$663	﹤0.01%	521

Other funds holding MTB

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Claris Advisors's MTB Position: Q4 2024 in Review

Claris Advisors sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 4 shares — an estimated $712 sold.

Claris Advisors first reported a position in MTB in Q3 2024 and held it in 1 quarter. The position peaked at $712 in Q3 2024. 1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

Claris Advisors reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 M&T Bank shares in Q4 2024, an estimated $712.
Claris Advisors first reported a position in M&T Bank in Q3 2024 and held it in 1 quarter.
Claris Advisors's M&T Bank position peaked at $712 in Q3 2024.
1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.