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

Cora 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
2026 Q1	$1.06M	Buy	5,143 +12	+0.2%	+$2.58K	0.35%	44
2025 Q4	$1.03M	Buy	5,131 +16	+0.3%	+$3.06K	0.4%	43
2025 Q3	$1.01M	Sell	5,115 -22	-0.4%	-$4.32K	0.43%	40
2025 Q2	$997K	Buy	5,137 +22	+0.4%	+$3.88K	0.44%	38
2025 Q1	$914K	Sell	5,115 -2	-0%	-$379	0.44%	40
2024 Q4	$962K	Sell	5,117 -9	-0.2%	-$1.79K	0.46%	38
2024 Q3	$913K	Sell	5,126 -1	-0%	-$166	0.45%	43
2024 Q2	$776K	Sell	5,127 -5	-0.1%	-$730	0.4%	46
2024 Q1	$746K	Buy	5,132 +3	+0.1%	+$416	0.4%	46
2023 Q4	$703K	Hold	5,129	–	–	0.41%	46
2023 Q3	$649K	Sell	5,129 -4	-0.1%	-$522	0.44%	44
2023 Q2	$635K	Buy	5,133 +13	+0.3%	+$1.57K	0.42%	47
2023 Q1	$612K	Buy	5,120 +9	+0.2%	+$1.31K	0.46%	39
2022 Q4	$741K	Buy	+5,111	New	+$840K	0.51%	34

Other funds holding MTB

Fidelity Investments

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

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

Wellington Management Group

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return