Envestnet Portfolio Solutions
MTB icon

Envestnet Portfolio Solutions’s M&T Bank MTB Stock Holding History

Envestnet Portfolio Solutions’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 		$621K Buy
3,004
+642
+27% +$138K ﹤0.01% 805
2025
Q4 		$476K Buy
2,362
+231
+11% +$44.1K ﹤0.01% 1083
2025
Q3 		$421K Sell
2,131
-882
-29% -$173K ﹤0.01% 1092
2025
Q2 		$584K Sell
3,013
-237
-7% -$41.8K ﹤0.01% 1028
2025
Q1 		$581K Buy
3,250
+118
+4% +$22.4K ﹤0.01% 985
2024
Q4 		$589K Sell
3,132
-352
-10% -$70K ﹤0.01% 1159
2024
Q3 		$621K Sell
3,484
-174
-5% -$28.9K ﹤0.01% 1084
2024
Q2 		$554K Sell
3,658
-813
-18% -$119K ﹤0.01% 1096
2024
Q1 		$650K Buy
4,471
+535
+14% +$74.1K ﹤0.01% 1007
2023
Q4 		$539K Sell
3,936
-928
-19% -$117K ﹤0.01% 1015
2023
Q3 		$615K Buy
+4,864
New +$634K ﹤0.01% 901

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return