Endurance Wealth Management’s M&T Bank MTB Stock Holding History

Endurance Wealth Management’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
2023 Q2	$10K	Hold	85	–	–	﹤0.01%	494
2023 Q1	$10K	Hold	85	–	–	﹤0.01%	503
2022 Q4	$12K	Hold	85	–	–	﹤0.01%	463
2022 Q3	$15K	Hold	85	–	–	﹤0.01%	440
2022 Q2	$14K	Hold	85	–	–	﹤0.01%	461
2022 Q1	$14K	Hold	85	–	–	﹤0.01%	490
2021 Q4	$13K	Hold	85	–	–	﹤0.01%	480
2021 Q3	$12K	Hold	85	–	–	﹤0.01%	504
2021 Q2	$12K	Hold	85	–	–	﹤0.01%	505
2021 Q1	$13K	Hold	85	–	–	﹤0.01%	505
2020 Q4	$10K	Hold	85	–	–	﹤0.01%	493
2020 Q3	$8K	Hold	85	–	–	﹤0.01%	500
2020 Q2	$9K	Hold	85	–	–	﹤0.01%	475
2020 Q1	$9K	Hold	85	–	–	﹤0.01%	433
2019 Q4	$14K	Hold	85	–	–	﹤0.01%	392
2019 Q3	$14K	Hold	85	–	–	﹤0.01%	390
2019 Q2	$15K	Hold	85	–	–	﹤0.01%	359
2019 Q1	$13K	Hold	85	–	–	﹤0.01%	366
2018 Q4	$12K	Hold	85	–	–	﹤0.01%	356
2018 Q3	$14K	Hold	85	–	–	﹤0.01%	375
2018 Q2	$15K	Hold	85	–	–	﹤0.01%	371
2018 Q1	$15K	Hold	85	–	–	﹤0.01%	395
2017 Q4	$15K	Hold	85	–	–	﹤0.01%	378
2017 Q3	$14K	Sell	85 -40	-32%	-$6.29K	﹤0.01%	379
2017 Q2	$21K	Hold	125	–	–	﹤0.01%	348
2017 Q1	$19K	Hold	125	–	–	﹤0.01%	358
2016 Q4	$19K	Sell	125 -12	-9%	-$1.62K	﹤0.01%	339
2016 Q3	$16K	Hold	137	–	–	﹤0.01%	362
2016 Q2	$16K	Hold	137	–	–	﹤0.01%	351
2016 Q1	$15	Hold	137	–	–	﹤0.01%	353
2015 Q4	$16K	Hold	137	–	–	﹤0.01%	361
2015 Q3	$16K	Buy	137 +35	+34%	+$4.38K	﹤0.01%	358
2015 Q2	$13K	Buy	+102	New	+$12.6K	﹤0.01%	390

Other funds holding MTB

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Endurance Wealth Management's MTB Position: Q2 2023 in Review

Endurance Wealth Management held its M&T Bank (MTB) position steady in Q2 2023 at 85 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Endurance Wealth Management first reported a position in MTB in Q2 2015 and has held it in 33 quarters since. The position peaked at $21K in Q2 2017. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

Endurance Wealth Management held 85 shares of M&T Bank worth $10K as of Q2 2023.
Endurance Wealth Management left its M&T Bank share count unchanged in Q2 2023.
M&T Bank made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #494 holding.
Endurance Wealth Management first reported a position in M&T Bank in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's M&T Bank position peaked at $21K in Q2 2017.
828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.