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Congress Wealth Management’s M&T Bank MTB Stock Holding History

Congress Wealth Management’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
Q2 		$548K Buy
2,824
+279
+11% +$49.2K 0.01% 896
2025
Q1 		$456K Buy
2,545
+769
+43% +$146K 0.01% 842
2024
Q4 		$334K Buy
+1,776
New +$353K ﹤0.01% 742
2024
Q1 		– Sell
-2,657
Closed -$364K – 618
2023
Q4 		$364K Buy
+2,657
New +$334K 0.01% 505
2023
Q1 		– Sell
-1,773
Closed -$257K – 571
2022
Q4 		$257K Sell
1,773
-111
-6% -$18.3K 0.01% 504
2022
Q3 		$332K Hold
1,884
– – 0.01% 456
2022
Q2 		$301K Buy
1,884
+42
+2% +$7.06K 0.01% 479
2022
Q1 		$312K Sell
1,842
-1,322
-42% -$233K 0.01% 509
2021
Q4 		$486K Buy
+3,164
New +$486K 0.01% 469

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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