GHP Investment Advisors’s M&T Bank MTB Stock Holding History

GHP Investment 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	$5.05K	Hold	24	–	–	﹤0.01%	897
2025 Q4	$4.92K	Hold	24	–	–	﹤0.01%	822
2025 Q3	$4.82K	Hold	24	–	–	﹤0.01%	789
2025 Q2	$4.72K	Buy	24 +3	+14%	+$529	﹤0.01%	789
2025 Q1	$3.75K	Hold	21	–	–	﹤0.01%	808
2024 Q4	$3.95K	Hold	21	–	–	﹤0.01%	830
2024 Q3	$3.74K	Hold	21	–	–	﹤0.01%	835
2024 Q2	$3.18K	Buy	+21	New	+$3.07K	﹤0.01%	814
2023 Q4	–	Sell	-405	Closed	-$48.7K	–	914
2023 Q3	$48.7K	Buy	405 +4	+1%	+$522	﹤0.01%	494
2023 Q2	$54.5K	Sell	401 -182	-31%	-$22K	﹤0.01%	481
2023 Q1	$69.7K	Sell	583 -242	-29%	-$35.1K	﹤0.01%	462
2022 Q4	$120K	Sell	825 -285	-26%	-$46.9K	0.01%	418
2022 Q3	$196K	Sell	1,110 -3,381	-75%	-$598K	0.02%	355
2022 Q2	$716K	Buy	4,491 +4,418	+6,052%	+$742K	0.05%	260
2022 Q1	$12K	Buy	+73	New	+$12.9K	﹤0.01%	690

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