DZ Bank

DZ Bank’s M&T Bank MTB Stock Holding History

DZ Bank’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
2025 Q2	–	Sell	-2,990	Closed	-$534K	–	1018
2025 Q1	$534K	Buy	2,990 +1,190	+66%	+$226K	﹤0.01%	747
2024 Q4	$338K	Buy	+1,800	New	+$358K	﹤0.01%	769
2024 Q3	–	Sell	-6,690	Closed	-$1.01M	–	1033
2024 Q2	$1.01M	Hold	6,690	–	–	﹤0.01%	670
2024 Q1	$973K	Buy	+6,690	New	+$927K	﹤0.01%	680
2023 Q2	–	Sell	-3,598	Closed	-$430K	–	1076
2023 Q1	$430K	Buy	+3,598	New	+$522K	﹤0.01%	763
2022 Q4	–	Sell	-10,172	Closed	-$1.79M	–	1075
2022 Q3	$1.79M	Hold	10,172	–	–	﹤0.01%	597
2022 Q2	$1.62M	Sell	10,172 -944	-8%	-$159K	﹤0.01%	643
2022 Q1	$1.88M	Buy	+11,116	New	+$1.96M	﹤0.01%	641
2019 Q3	–	Sell	-25,800	Closed	-$4.39M	–	790
2019 Q2	$4.39M	Buy	+25,800	New	+$4.28M	0.01%	389
2018 Q4	–	Sell	-1,545	Closed	-$254K	–	796
2018 Q3	$254K	Hold	1,545	–	–	﹤0.01%	653
2018 Q2	$262K	Buy	+1,545	New	+$277K	﹤0.01%	703
2017 Q4	–	Sell	-930	Closed	-$150K	–	858
2017 Q3	$150K	Buy	+930	New	+$146K	﹤0.01%	750

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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