Creative Financial Designs’s M&T Bank MTB Stock Holding History

Creative Financial Designs’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	$659	Hold	3	–	–	﹤0.01%	1965
2025 Q4	$638	Hold	3	–	–	﹤0.01%	1882
2025 Q3	$621	Hold	3	–	–	﹤0.01%	1898
2025 Q2	$605	Hold	3	–	–	﹤0.01%	1876
2025 Q1	$553	Hold	3	–	–	﹤0.01%	1900
2024 Q4	$578	Hold	3	–	–	﹤0.01%	1730
2024 Q3	$543	Hold	3	–	–	﹤0.01%	1623
2024 Q2	$458	Buy	+3	New	+$438	﹤0.01%	1583
2024 Q1	–	Sell	-243	Closed	-$33.3K	–	1715
2023 Q4	$33.3K	Buy	+243	New	+$30.5K	﹤0.01%	781
2021 Q4	–	Sell	-112	Closed	-$17K	–	1359
2021 Q3	$17K	Hold	112	–	–	﹤0.01%	901
2021 Q2	$16K	Hold	112	–	–	﹤0.01%	914
2021 Q1	$17K	Hold	112	–	–	﹤0.01%	822
2020 Q4	$14K	Hold	112	–	–	﹤0.01%	792
2020 Q3	$10K	Buy	112 +88	+367%	+$8.99K	﹤0.01%	806
2020 Q2	$2K	Buy	+24	New	+$2.53K	﹤0.01%	1037

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