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Dana Investment Advisors’s M&T Bank MTB Stock Holding History

Dana Investment 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 		$2.42M Sell
11,710
-115
-1% -$24.8K 0.07% 275
2025
Q4 		$2.38M Sell
11,825
-33
-0.3% -$6.3K 0.07% 273
2025
Q3 		$2.34M Sell
11,858
-356
-3% -$69.9K 0.07% 270
2025
Q2 		$2.37M Sell
12,214
-102
-0.8% -$18K 0.08% 260
2025
Q1 		$2.2M Sell
12,316
-144
-1% -$27.3K 0.08% 266
2024
Q4 		$2.34M Sell
12,460
-1,583
-11% -$315K 0.08% 268
2024
Q3 		$2.5M Sell
14,043
-118
-0.8% -$19.6K 0.08% 258
2024
Q2 		$2.14M Sell
14,161
-358
-2% -$52.3K 0.07% 271
2024
Q1 		$2.11M Buy
+14,519
New +$2.01M 0.07% 281
2023
Q4 		– Sell
-1,615
Closed -$204K – 437
2023
Q3 		$204K Sell
1,615
-103
-6% -$13.4K 0.01% 396
2023
Q2 		$213K Buy
+1,718
New +$208K 0.01% 382

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