Ethic Inc’s M&T Bank MTB Stock Holding History

Ethic Inc’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	$5.15M	Buy	24,937 +3,883	+18%	+$836K	0.08%	255
2025 Q4	$4.24M	Sell	21,054 -2,214	-10%	-$423K	0.07%	294
2025 Q3	$4.6M	Sell	23,268 -2,473	-10%	-$485K	0.08%	262
2025 Q2	$4.99M	Buy	25,741 +4,432	+21%	+$782K	0.09%	238
2025 Q1	$3.76M	Buy	21,309 +952	+5%	+$181K	0.08%	267
2024 Q4	$3.83M	Buy	20,357 +374	+2%	+$74.3K	0.08%	262
2024 Q3	$2.91M	Buy	19,983 +19	+0.1%	+$3.15K	0.07%	306
2024 Q2	$3.02M	Sell	19,964 -19	-0.1%	-$2.78K	0.07%	287
2024 Q1	$2.91M	Sell	19,983 -1,592	-7%	-$221K	0.07%	305
2023 Q4	$2.96M	Sell	21,575 -6,616	-23%	-$831K	0.09%	272
2023 Q3	$3.56M	Buy	28,191 +3,511	+14%	+$458K	0.13%	200
2023 Q2	$3.05M	Buy	24,680 +4,628	+23%	+$560K	0.11%	220
2023 Q1	$2.4M	Buy	20,052 +6,560	+49%	+$952K	0.1%	247
2022 Q4	$1.96M	Sell	13,492 -2,611	-16%	-$429K	0.11%	243
2022 Q3	$2.84M	Buy	16,103 +4,169	+35%	+$738K	0.19%	131
2022 Q2	$1.9M	Buy	11,934 +7,599	+175%	+$1.28M	0.13%	203
2022 Q1	$735K	Sell	4,335 -631	-13%	-$111K	0.05%	371
2021 Q4	$763K	Buy	4,966 +1,677	+51%	+$257K	0.06%	328
2021 Q3	$491K	Buy	3,289 +1,840	+127%	+$255K	0.05%	369
2021 Q2	$211K	Buy	+1,449	New	+$226K	0.03%	530

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