EverSource Wealth Advisors’s M&T Bank MTB Stock Holding History

EverSource Wealth Advisors’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	$343K	Buy	1,657 +328	+25%	+$70.6K	0.01%	782
2025 Q4	$268K	Sell	1,329 -53	-4%	-$10.1K	0.01%	819
2025 Q3	$273K	Sell	1,382 -4	-0.3%	-$785	0.01%	764
2025 Q2	$269K	Buy	1,386 +404	+41%	+$71.3K	0.01%	727
2025 Q1	$175K	Sell	982 -73	-7%	-$13.8K	0.01%	704
2024 Q4	$198K	Sell	1,055 -50	-5%	-$9.94K	0.01%	659
2024 Q3	$197K	Buy	1,105 +8	+0.7%	+$1.33K	0.01%	562
2024 Q2	$189K	Sell	1,097 -146	-12%	-$21.3K	0.01%	573
2024 Q1	$179K	Buy	1,243 +432	+53%	+$59.9K	0.01%	523
2023 Q4	$111K	Buy	811 +22	+3%	+$2.76K	0.01%	598
2023 Q3	$99.7K	Buy	789 +35	+5%	+$4.57K	0.01%	568
2023 Q2	$93.3K	Buy	754 +88	+13%	+$10.6K	0.01%	604
2023 Q1	$79.6K	Sell	666 -53	-7%	-$7.69K	0.01%	626
2022 Q4	$104K	Sell	719 -4	-0.6%	-$658	0.02%	492
2022 Q3	$128K	Buy	723 +86	+14%	+$15.2K	0.03%	372
2022 Q2	$102K	Buy	637 +100	+19%	+$16.8K	0.03%	370
2022 Q1	$91K	Buy	537 +498	+1,277%	+$87.8K	0.02%	349
2021 Q4	$6K	Buy	+39	New	+$5.99K	﹤0.01%	1189

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