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Continuum Advisory’s M&T Bank MTB Stock Holding History

Continuum Advisory’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 		– Sell
-135
Closed -$24.1K – 1148
2025
Q1 		$24.1K Buy
135
+107
+382% +$20.3K ﹤0.01% 823
2024
Q4 		$5.26K Buy
28
+4
+17% +$795 ﹤0.01% 1129
2024
Q3 		$5.12K Sell
24
-1
-4% -$166 ﹤0.01% 1151
2024
Q2 		$3.78K Hold
25
– – ﹤0.01% 1144
2024
Q1 		$3.82K Buy
+25
New +$3.46K ﹤0.01% 1126
2022
Q3 		– Sell
-7,649
Closed -$1.22M – 420
2022
Q2 		$1.22M Buy
7,649
+658
+9% +$111K 0.22% 127
2022
Q1 		$1.17M Buy
+6,991
New +$1.23M 0.22% 119

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 $653B AUM 32.41% 1-Year Est. Return