Dorsey & Whitney Trust’s M&T Bank MTB Stock Holding History

Dorsey & Whitney Trust’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	$235K	Buy	1,137 +4	+0.4%	+$861	0.01%	639
2025 Q4	$228K	Sell	1,133 -27	-2%	-$5.16K	0.01%	640
2025 Q3	$229K	Buy	1,160 +56	+5%	+$11K	0.01%	617
2025 Q2	$214K	Sell	1,104 -391	-26%	-$69K	0.01%	637
2025 Q1	$267K	Buy	1,495 +112	+8%	+$21.2K	0.02%	549
2024 Q4	$260K	Sell	1,383 -9	-0.6%	-$1.79K	0.01%	568
2024 Q3	$248K	Buy	1,392 +7	+0.5%	+$1.16K	0.01%	582
2024 Q2	$210K	Buy	+1,385	New	+$202K	0.01%	586
2023 Q4	–	Sell	-2,040	Closed	-$258K	–	623
2023 Q3	$258K	Buy	2,040 +19	+0.9%	+$2.48K	0.02%	467
2023 Q2	$250K	Buy	+2,021	New	+$245K	0.02%	487
2022 Q4	–	Sell	-1,559	Closed	-$275K	–	582
2022 Q3	$275K	Buy	1,559 +17	+1%	+$3.01K	0.03%	426
2022 Q2	$246K	Buy	+1,542	New	+$259K	0.03%	457
2021 Q4	–	Sell	-1,680	Closed	-$251K	–	579
2021 Q3	$251K	Hold	1,680	–	–	0.02%	451
2021 Q2	$244K	Hold	1,680	–	–	0.02%	456
2021 Q1	$255K	Sell	1,680 -338	-17%	-$49.8K	0.03%	436
2020 Q4	$257K	Buy	+2,018	New	+$230K	0.03%	387

Other funds holding MTB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return