FWM
MTB icon

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

Filbrandt 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
2021
Q3 		$1K Hold
9
– – ﹤0.01% 223
2021
Q2 		$1K Hold
9
– – ﹤0.01% 170
2021
Q1 		$1K Buy
+9
New +$1.33K ﹤0.01% 172

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Filbrandt Wealth Management's MTB Position: Q3 2021 in Review

Filbrandt Wealth Management held its M&T Bank (MTB) position steady in Q3 2021 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Filbrandt Wealth Management first reported a position in MTB in Q1 2021 and has held it in 3 quarters since. 645 funds tracked by Wall St. Rank hold MTB as of Q3 2021.

  • Filbrandt Wealth Management held 9 shares of M&T Bank worth $1K as of Q3 2021.
  • Filbrandt Wealth Management left its M&T Bank share count unchanged in Q3 2021.
  • M&T Bank made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #223 holding.
  • Filbrandt Wealth Management first reported a position in M&T Bank in Q1 2021 and has held it in 3 quarters since.
  • 645 funds tracked by Wall St. Rank held M&T Bank as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.