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Crewe Advisors’s M&T Bank MTB Stock Holding History

Crewe 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
2026
Q1 		$2.48K Hold
12
– – ﹤0.01% 883
2025
Q4 		$2.42K Hold
12
– – ﹤0.01% 845
2025
Q3 		$2.37K Buy
+12
New +$2.35K ﹤0.01% 825
2024
Q4 		– Sell
-73
Closed -$13K – 750
2024
Q3 		$13K Hold
73
– – ﹤0.01% 452
2024
Q2 		$11.1K Sell
73
-43
-37% -$6.28K ﹤0.01% 672
2024
Q1 		$16.9K Buy
+116
New +$16.1K ﹤0.01% 519
2022
Q4 		– Sell
-20
Closed -$4K – 1177
2022
Q3 		$4K Buy
+20
New +$3.54K ﹤0.01% 902
2020
Q4 		– Sell
-90
Closed -$8K – 578
2020
Q3 		$8K Buy
+90
New +$9.2K ﹤0.01% 282
2020
Q1 		– Sell
-29
Closed -$5K – 224
2019
Q4 		$5K Buy
+29
New +$4.71K ﹤0.01% 192

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return