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Glen Eagle Advisors’s M&T Bank MTB Stock Holding History

Glen Eagle 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
2023
Q2 		– Sell
-62
Closed -$7.41K – 1106
2023
Q1 		$7.41K Buy
+62
New +$9K ﹤0.01% 668
2022
Q4 		– Sell
-62
Closed -$10.9K – 1170
2022
Q3 		$10.9K Hold
62
– – ﹤0.01% 583
2022
Q2 		$9.88K Buy
+62
New +$10.4K ﹤0.01% 620
2017
Q4 		– Sell
-25
Closed -$4.03K – 665
2017
Q3 		$4.03K Buy
+25
New +$3.93K ﹤0.01% 542

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Glen Eagle Advisors's MTB Position: Q2 2023 in Review

Glen Eagle Advisors sold out of M&T Bank (MTB) in Q2 2023, closing a stake of 62 shares — an estimated $7.41K sold.

Glen Eagle Advisors first reported a position in MTB in Q3 2017 and held it in 4 quarters. The position peaked at $10.9K in Q3 2022. 828 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

  • Glen Eagle Advisors reported no remaining M&T Bank position as of Q2 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 62 M&T Bank shares in Q2 2023, an estimated $7.41K.
  • Glen Eagle Advisors first reported a position in M&T Bank in Q3 2017 and held it in 4 quarters.
  • Glen Eagle Advisors's M&T Bank position peaked at $10.9K in Q3 2022.
  • 828 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Glen Eagle Advisors's 13F filing for Q2 2023, filed 13 Aug 2024.