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Econ Financial Services’s M&T Bank MTB Stock Holding History

Econ Financial Services’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
2024
Q3 		– Sell
-8,987
Closed -$1.36M – 92
2024
Q2 		$1.36M Buy
8,987
+965
+12% +$141K 0.84% 35
2024
Q1 		$1.17M Buy
+8,022
New +$1.11M 0.72% 47

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Econ Financial Services's MTB Position: Q3 2024 in Review

Econ Financial Services sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 8,987 shares — an estimated $1.36M sold.

Econ Financial Services first reported a position in MTB in Q1 2024 and held it in 2 quarters. The position peaked at $1.36M in Q2 2024. 941 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • Econ Financial Services reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
  • Econ Financial Services sold 8,987 M&T Bank shares in Q3 2024, an estimated $1.36M.
  • Econ Financial Services first reported a position in M&T Bank in Q1 2024 and held it in 2 quarters.
  • Econ Financial Services's M&T Bank position peaked at $1.36M in Q2 2024.
  • 941 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.