Court Place Advisors’s M&T Bank MTB Stock Holding History

Court Place 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
2025 Q3	$568K	Hold	2,873	–	–	0.17%	88
2025 Q2	$557K	Hold	2,873	–	–	0.18%	87
2025 Q1	$514K	Buy	2,873 +24	+0.8%	+$4.55K	0.17%	96
2024 Q4	$536K	Sell	2,849 -5	-0.2%	-$994	0.17%	90
2024 Q3	$508K	Sell	2,854 -60	-2%	-$9.95K	0.15%	108
2024 Q2	$441K	Buy	2,914 +1,244	+74%	+$182K	0.14%	105
2024 Q1	$243K	Sell	1,670 -1,244	-43%	-$172K	0.08%	141
2023 Q4	$400K	Buy	2,914 +1,170	+67%	+$147K	0.13%	108
2023 Q3	$221K	Hold	1,744	–	–	0.08%	151
2023 Q2	$216K	Buy	+1,744	New	+$211K	0.08%	155
2022 Q4	–	Sell	-1,319	Closed	-$233K	–	167
2022 Q3	$233K	Hold	1,319	–	–	0.09%	144
2022 Q2	$210K	Hold	1,319	–	–	0.08%	156
2022 Q1	$224K	Hold	1,319	–	–	0.07%	162
2021 Q4	$203K	Buy	+1,319	New	+$203K	0.06%	180
2021 Q2	–	Sell	-1,319	Closed	-$200K	–	182
2021 Q1	$200K	Sell	1,319 -890	-40%	-$131K	0.06%	176
2020 Q4	$281K	Buy	+2,209	New	+$252K	0.09%	147

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Court Place Advisors's MTB Position: Q3 2025 in Review

Court Place Advisors held its M&T Bank (MTB) position steady in Q3 2025 at 2,873 shares worth $568K. The position accounts for 0.17% of the portfolio, ranked #88.

Court Place Advisors first reported a position in MTB in Q4 2020 and has held it in 16 quarters since. 1,054 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

Court Place Advisors held 2,873 shares of M&T Bank worth $568K as of Q3 2025.
Court Place Advisors left its M&T Bank share count unchanged in Q3 2025.
M&T Bank made up 0.17% of Court Place Advisors's portfolio in Q3 2025, its #88 holding.
Court Place Advisors first reported a position in M&T Bank in Q4 2020 and has held it in 16 quarters since.
1,054 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.