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

Focused 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
2026 Q1	$209K	Buy	+1,012	New	+$218K	0.02%	187
2025 Q2	–	Sell	-1,824	Closed	-$326K	–	227
2025 Q1	$326K	Buy	1,824 +93	+5%	+$17.6K	0.04%	117
2024 Q4	$325K	Sell	1,731 -540	-24%	-$107K	0.04%	110
2024 Q3	$405K	Sell	2,271 -10	-0.4%	-$1.66K	0.05%	124
2024 Q2	$345K	Buy	2,281 +35	+2%	+$5.11K	0.05%	124
2024 Q1	$327K	Sell	2,246 -33	-1%	-$4.57K	0.05%	116
2023 Q4	$312K	Buy	2,279 +8	+0.4%	+$1K	0.05%	102
2023 Q3	$287K	Sell	2,271 -33	-1%	-$4.3K	0.05%	106
2023 Q2	$285K	Buy	2,304 +325	+16%	+$39.3K	0.05%	111
2023 Q1	$237K	Buy	1,979 +1,361	+220%	+$198K	0.05%	133
2022 Q4	$89.6K	Hold	618	–	–	0.02%	211
2022 Q3	$109K	Hold	618	–	–	0.02%	172
2022 Q2	$99K	Hold	618	–	–	0.02%	190
2022 Q1	$105K	Hold	618	–	–	0.02%	204
2021 Q4	$95K	Hold	618	–	–	0.01%	287
2021 Q3	$92K	Hold	618	–	–	0.02%	306
2021 Q2	$90K	Hold	618	–	–	0.01%	306
2021 Q1	$94K	Hold	618	–	–	0.02%	286
2020 Q4	$79K	Hold	618	–	–	0.02%	299
2020 Q3	$57K	Hold	618	–	–	0.01%	304
2020 Q2	$64K	Hold	618	–	–	0.01%	281
2020 Q1	$64K	Hold	618	–	–	0.02%	259
2019 Q4	$105K	Hold	618	–	–	0.02%	248
2019 Q3	$98K	Hold	618	–	–	0.03%	237
2019 Q2	$105K	Hold	618	–	–	0.03%	232
2019 Q1	$97K	Hold	618	–	–	0.03%	220
2018 Q4	$88K	Hold	618	–	–	0.03%	242
2018 Q3	$102K	Buy	+618	New	+$107K	0.03%	228
2018 Q2	–	Sell	-618	Closed	-$114K	–	724
2018 Q1	$114K	Hold	618	–	–	0.04%	228
2017 Q4	$106K	Hold	618	–	–	0.03%	226
2017 Q3	$100K	Hold	618	–	–	0.03%	161
2017 Q2	$100K	Hold	618	–	–	0.04%	222
2017 Q1	$96K	Hold	618	–	–	0.04%	217
2016 Q4	$97K	Hold	618	–	–	0.04%	217
2016 Q3	$72K	Hold	618	–	–	0.03%	234
2016 Q2	$73K	Hold	618	–	–	0.03%	224
2016 Q1	$69K	Hold	618	–	–	0.04%	168
2015 Q4	$75K	Hold	618	–	–	0.04%	175
2015 Q3	$75K	Hold	618	–	–	0.05%	166
2015 Q2	$77K	Hold	618	–	–	0.05%	160
2015 Q1	$78K	Hold	618	–	–	0.05%	164
2014 Q4	$78K	Hold	618	–	–	0.06%	155
2014 Q3	$76K	Hold	618	–	–	0.06%	162
2014 Q2	$77K	Hold	618	–	–	0.06%	153
2014 Q1	$75K	Hold	618	–	–	0.06%	141
2013 Q4	$72K	Buy	+618	New	+$70.2K	0.06%	147

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