Column Capital Advisors’s M&T Bank MTB Stock Holding History

Column Capital 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
2023 Q3	$506	Sell	4 -24	-86%	-$3.13K	﹤0.01%	754
2023 Q2	$3.46K	Hold	28	–	–	﹤0.01%	651
2023 Q1	$3.35K	Hold	28	–	–	﹤0.01%	681
2022 Q4	$4.06K	Hold	28	–	–	﹤0.01%	634
2022 Q3	$5K	Hold	28	–	–	﹤0.01%	548
2022 Q2	$4K	Hold	28	–	–	﹤0.01%	581
2022 Q1	$5K	Sell	28 -14	-33%	-$2.47K	﹤0.01%	579
2021 Q4	$6K	Buy	42 +2	+5%	+$307	﹤0.01%	565
2021 Q3	$6K	Sell	40 -11	-22%	-$1.52K	﹤0.01%	535
2021 Q2	$7K	Sell	51 -4	-7%	-$625	﹤0.01%	510
2021 Q1	$8K	Hold	55	–	–	﹤0.01%	488
2020 Q4	$7K	Hold	55	–	–	﹤0.01%	501
2020 Q3	$5K	Hold	55	–	–	﹤0.01%	526
2020 Q2	$5K	Hold	55	–	–	﹤0.01%	583
2020 Q1	$6K	Sell	55 -105	-66%	-$15.4K	﹤0.01%	473
2019 Q4	$27K	Buy	+160	New	+$26K	0.01%	323

Other funds holding MTB

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

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

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

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

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

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

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

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

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

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

Column Capital Advisors's MTB Position: Q3 2023 in Review

Column Capital Advisors reduced its M&T Bank (MTB) stake by 86% in Q3 2023, selling an estimated $3.13K and leaving 4 shares worth $506. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Column Capital Advisors first reported a position in MTB in Q4 2019 and has held it in 16 quarters since. The position peaked at $27K in Q4 2019. 806 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

Column Capital Advisors held 4 shares of M&T Bank worth $506 as of Q3 2023.
Column Capital Advisors sold 24 M&T Bank shares in Q3 2023, an estimated $3.13K.
M&T Bank made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #754 holding.
Column Capital Advisors first reported a position in M&T Bank in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's M&T Bank position peaked at $27K in Q4 2019.
806 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.