Covestor’s M&T Bank MTB Stock Holding History

Covestor’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	$26K	Sell	122 -50	-29%	-$10.8K	0.02%	1008
2025 Q4	$35K	Sell	172 -5	-3%	-$955	0.02%	1040
2025 Q3	$36K	Sell	177 -36	-17%	-$7.06K	0.02%	1051
2025 Q2	$42K	Buy	213 +22	+12%	+$3.88K	0.02%	963
2025 Q1	$33K	Sell	191 -8	-4%	-$1.52K	0.02%	999
2024 Q4	$38K	Sell	199 -151	-43%	-$30K	0.02%	956
2024 Q3	$62K	Sell	350 -44	-11%	-$7.3K	0.04%	788
2024 Q2	$60K	Sell	394 -585	-60%	-$85.5K	0.04%	777
2024 Q1	$143K	Sell	979 -24	-2%	-$3.33K	0.09%	304
2023 Q4	$137K	Buy	1,003 +282	+39%	+$35.4K	0.09%	303
2023 Q3	$92K	Sell	721 -517	-42%	-$67.4K	0.07%	468
2023 Q2	$154K	Buy	1,238 +1,000	+420%	+$121K	0.12%	225
2023 Q1	$28K	Buy	238 +134	+129%	+$19.5K	0.02%	905
2022 Q4	$15K	Sell	104 -3	-3%	-$493	0.01%	1138
2022 Q3	$19K	Sell	107 -307	-74%	-$54.3K	0.02%	1010
2022 Q2	$66K	Sell	414 -105	-20%	-$17.6K	0.05%	645
2022 Q1	$88K	Buy	519 +159	+44%	+$28K	0.06%	589
2021 Q4	$55K	Buy	+360	New	+$55.3K	0.08%	479

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