Crestwood Advisors Group’s M&T Bank MTB Stock Holding History

Crestwood Advisors Group’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	$786K	Buy	3,803 +172	+5%	+$37K	0.01%	334
2025 Q4	$732K	Buy	3,631 +294	+9%	+$56.2K	0.01%	319
2025 Q3	$660K	Buy	3,337 +100	+3%	+$19.6K	0.01%	326
2025 Q2	$628K	Buy	3,237 +54	+2%	+$9.53K	0.01%	317
2025 Q1	$569K	Buy	3,183 +48	+2%	+$9.1K	0.01%	328
2024 Q4	$589K	Buy	3,135 +32	+1%	+$6.36K	0.01%	287
2024 Q3	$553K	Buy	3,103 +57	+2%	+$9.45K	0.01%	283
2024 Q2	$461K	Sell	3,046 -30	-1%	-$4.38K	0.01%	287
2024 Q1	$447K	Sell	3,076 -29	-0.9%	-$4.02K	0.01%	295
2023 Q4	$426K	Buy	3,105 +3	+0.1%	+$377	0.01%	282
2023 Q3	$392K	Buy	3,102 +66	+2%	+$8.61K	0.01%	265
2023 Q2	$376K	Sell	3,036 -220	-7%	-$26.6K	0.01%	199
2023 Q1	$389K	Sell	3,256 -34	-1%	-$4.94K	0.01%	201
2022 Q4	$477K	Sell	3,290 -100	-3%	-$16.4K	0.02%	194
2022 Q3	$598K	Buy	3,390 +34	+1%	+$6.02K	0.02%	176
2022 Q2	$535K	Buy	+3,356	New	+$564K	0.02%	189

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