Financial Counselors Inc’s M&T Bank MTB Stock Holding History

Financial Counselors 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
2025 Q2	–	Sell	-1,789	Closed	-$320K	–	354
2025 Q1	$320K	Sell	1,789 -13	-0.7%	-$2.47K	﹤0.01%	487
2024 Q4	$339K	Sell	1,802 -177	-9%	-$35.2K	﹤0.01%	472
2024 Q3	$352K	Sell	1,979 -224	-10%	-$37.1K	0.01%	485
2024 Q2	$333K	Sell	2,203 -48	-2%	-$7.01K	0.01%	463
2024 Q1	$327K	Buy	2,251 +27	+1%	+$3.74K	0.01%	484
2023 Q4	$305K	Buy	+2,224	New	+$279K	0.01%	484
2023 Q1	–	Sell	-1,648	Closed	-$239K	–	512
2022 Q4	$239K	Buy	1,648 +469	+40%	+$77.1K	0.01%	455
2022 Q3	$208K	Sell	1,179 -332	-22%	-$58.7K	0.01%	456
2022 Q2	$241K	Buy	+1,511	New	+$254K	0.01%	452
2013 Q3	–	Sell	-1,870	Closed	-$209K	–	403
2013 Q2	$209K	Buy	+1,870	New	+$193K	0.02%	366

Other funds holding MTB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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 $1.02T AUM 30.18% 1-Year Est. Return