Fortitude Advisory Group’s M&T Bank MTB Stock Holding History

Fortitude Advisory Group’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	$303K	Buy	1,464 +55	+4%	+$11.8K	0.14%	151
2025 Q4	$284K	Buy	1,409 +4	+0.3%	+$764	0.12%	146
2025 Q3	$278K	Buy	1,405 +16	+1%	+$3.14K	0.15%	150
2025 Q2	$269K	Sell	1,389 -7	-0.5%	-$1.24K	0.15%	153
2025 Q1	$222K	Sell	1,396 -168	-11%	-$31.9K	0.16%	156
2024 Q4	$294K	Sell	1,564 -39	-2%	-$7.75K	0.18%	126
2024 Q3	$286K	Sell	1,603 -58	-3%	-$9.62K	0.18%	132
2024 Q2	$251K	Sell	1,661 -62	-4%	-$9.06K	0.15%	148
2024 Q1	$251K	Buy	1,723 +15	+0.9%	+$2.08K	0.14%	155
2023 Q4	$234K	Buy	1,708 +4	+0.2%	+$503	0.14%	169
2023 Q3	$215K	Buy	1,704 +15	+0.9%	+$1.96K	0.15%	163
2023 Q2	$209K	Sell	1,689 -335	-17%	-$40.5K	0.15%	175
2023 Q1	$242K	Buy	2,024 +268	+15%	+$38.9K	0.19%	154
2022 Q4	$255K	Buy	1,756 +26	+2%	+$4.28K	0.22%	140
2022 Q3	$305K	Sell	1,730 -700	-29%	-$124K	0.3%	96
2022 Q2	$387K	Sell	2,430 -10	-0.4%	-$1.68K	0.36%	79
2022 Q1	$414K	Buy	2,440 +356	+17%	+$62.8K	0.22%	84
2021 Q4	$320K	Buy	+2,084	New	+$320K	0.16%	122

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