Cresset Asset Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.41M | Buy |
40,697
+297
| +0.7% | +$63.9K | 0.04% | 289 |
|
|
2025
Q4 | $8.14M | Buy |
40,400
+1,123
| +3% | +$215K | 0.03% | 286 |
|
|
2025
Q3 | $7.76M | Buy |
39,277
+1,092
| +3% | +$214K | 0.03% | 277 |
|
|
2025
Q2 | $7.41M | Sell |
38,185
-1,648
| -4% | -$291K | 0.04% | 267 |
|
|
2025
Q1 | $7.12M | Buy |
39,833
+13,587
| +52% | +$2.58M | 0.04% | 289 |
|
|
2024
Q4 | $4.93M | Sell |
26,246
-9,605
| -27% | -$1.91M | 0.02% | 355 |
|
|
2024
Q3 | $6.39M | Buy |
35,851
+19
| +0.1% | +$3.15K | 0.02% | 396 |
|
|
2024
Q2 | $5.42M | Buy |
35,832
+4,440
| +14% | +$649K | 0.02% | 410 |
|
|
2024
Q1 | $4.57M | Buy |
31,392
+17,162
| +121% | +$2.38M | 0.02% | 398 |
|
|
2023
Q4 | $1.95M | Sell |
14,230
-15,180
| -52% | -$1.91M | 0.01% | 606 |
|
|
2023
Q3 | $3.72M | Buy |
29,410
+2,805
| +11% | +$366K | 0.03% | 390 |
|
|
2023
Q2 | $3.29M | Buy |
+26,605
| New | +$3.22M | 0.02% | 510 |
|
|
2022
Q4 | – | Sell |
-1,229
| Closed | -$216K | – | 832 |
|
|
2022
Q3 | $216K | Sell |
1,229
-797
| -39% | -$141K | ﹤0.01% | 772 |
|
|
2022
Q2 | $207K | Buy |
2,026
+384
| +23% | +$64.5K | ﹤0.01% | 833 |
|
|
2022
Q1 | $278K | Sell |
1,642
-3,760
| -70% | -$663K | ﹤0.01% | 806 |
|
|
2021
Q4 | $829K | Sell |
5,402
-7
| -0.1% | -$1.07K | 0.01% | 513 |
|
|
2021
Q3 | $808K | Buy |
5,409
+274
| +5% | +$38K | 0.01% | 462 |
|
|
2021
Q2 | $746K | Buy |
5,135
+3,761
| +274% | +$588K | 0.01% | 435 |
|
|
2021
Q1 | $208K | Buy |
+1,374
| New | +$203K | ﹤0.01% | 847 |
|
|
2019
Q2 | – | Sell |
-826
| Closed | -$130K | – | 1219 |
|
|
2019
Q1 | $130K | Buy |
826
+3
| +0.4% | +$493 | 0.01% | 484 |
|
|
2018
Q4 | $118K | Buy |
+823
| New | +$132K | 0.01% | 293 |
|
Other funds holding MTB
VCM
VPM
