Deseret Mutual Benefit Administrators’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$108K	Buy	523 +226	+76%	+$48.6K	0.04%	280
2025 Q4	$59.8K	Hold	297	–	–	0.03%	280
2025 Q3	$58.7K	Hold	297	–	–	0.02%	283
2025 Q2	$57.6K	Hold	297	–	–	0.03%	280
2025 Q1	$53.1K	Hold	297	–	–	0.03%	286
2024 Q4	$55.8K	Sell	297 -68	-19%	-$13.5K	0.03%	278
2024 Q3	$65K	Hold	365	–	–	0.03%	270
2024 Q2	$55.2K	Hold	365	–	–	0.03%	272
2024 Q1	$53.1K	Hold	365	–	–	0.03%	279
2023 Q4	$50K	Sell	365 -52	-12%	-$6.53K	0.03%	274
2023 Q3	$52.7K	Sell	417 -14	-3%	-$1.83K	0.03%	287
2023 Q2	$53.3K	Hold	431	–	–	0.02%	310
2023 Q1	$51.5K	Hold	431	–	–	0.02%	303
2022 Q4	$62.5K	Sell	431 -358	-45%	-$58.9K	0.03%	269
2022 Q3	$139K	Sell	789 -215	-21%	-$38K	0.04%	241
2022 Q2	$160K	Hold	1,004	–	–	0.04%	256
2022 Q1	$170K	Sell	1,004 -151	-13%	-$26.6K	0.03%	270
2021 Q4	$177K	Hold	1,155	–	–	0.03%	284
2021 Q3	$172K	Sell	1,155 -361	-24%	-$50K	0.03%	276
2021 Q2	$220K	Buy	+1,516	New	+$237K	0.05%	182