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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return