CFO
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CVA Family Office’s M&T Bank MTB Stock Holding History

CVA Family Office’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 		$79.6K Buy
385
+86
+29% +$18.5K 0.01% 503
2025
Q4 		$60.3K Buy
299
+2
+0.7% +$382 0.01% 521
2025
Q3 		$58.6K Buy
297
+1
+0.3% +$196 0.01% 523
2025
Q2 		$57.4K Buy
296
+20
+7% +$3.53K 0.01% 521
2025
Q1 		$49.3K Sell
276
-8
-3% -$1.52K 0.01% 521
2024
Q4 		$53.4K Buy
284
+34
+14% +$6.76K 0.01% 509
2024
Q3 		$44.6K Buy
250
+7
+3% +$1.16K 0.01% 529
2024
Q2 		$36.8K Buy
243
+1
+0.4% +$146 0.01% 542
2024
Q1 		$35.2K Buy
242
+5
+2% +$693 0.01% 544
2023
Q4 		$32.5K Buy
+237
New +$29.8K 0.01% 543
2023
Q3 		– Sell
-413
Closed -$51.1K – 686
2023
Q2 		$51.1K Buy
413
+78
+23% +$9.44K 0.01% 446
2023
Q1 		$40.1K Buy
335
+220
+191% +$31.9K 0.01% 479
2022
Q4 		$16.7K Sell
115
-246
-68% -$40.4K ﹤0.01% 592
2022
Q3 		$64K Buy
361
+95
+36% +$16.8K 0.02% 312
2022
Q2 		$42K Sell
266
-9
-3% -$1.51K 0.01% 404
2022
Q1 		$47K Buy
275
+70
+34% +$12.3K 0.01% 414
2021
Q4 		$31K Buy
+205
New +$31.5K 0.01% 448
2021
Q2 		– Sell
-115
Closed -$17K – 966
2021
Q1 		$17K Buy
+115
New +$17K 0.01% 439

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