DWP
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Daymark Wealth Partners’s M&T Bank MTB Stock Holding History

Daymark Wealth Partners’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 		$5.33M Buy
25,799
+262
+1% +$56.4K 0.17% 110
2025
Q4 		$5.15M Buy
25,537
+100
+0.4% +$19.1K 0.16% 110
2025
Q3 		$5.03M Buy
25,437
+108
+0.4% +$21.2K 0.17% 110
2025
Q2 		$4.91M Buy
25,329
+574
+2% +$101K 0.19% 100
2025
Q1 		$4.43M Sell
24,755
-432
-2% -$81.9K 0.19% 105
2024
Q4 		$4.74M Sell
25,187
-1,945
-7% -$387K 0.2% 97
2024
Q3 		$4.83M Sell
27,132
-566
-2% -$93.9K 0.2% 100
2024
Q2 		$4.19M Buy
27,698
+12,538
+83% +$1.83M 0.19% 101
2024
Q1 		$2.2M Hold
15,160
– – 0.12% 126
2023
Q4 		$2.08M Buy
15,160
+245
+2% +$30.8K 0.13% 127
2023
Q3 		$1.89M Buy
14,915
+2,990
+25% +$390K 0.13% 125
2023
Q2 		$1.48M Buy
11,925
+8,638
+263% +$1.05M 0.11% 139
2023
Q1 		$393K Sell
3,287
-15
-0.5% -$2.18K 0.05% 205
2022
Q4 		$479K Buy
+3,302
New +$543K 0.08% 152

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