Good Life Advisors’s M&T Bank MTB Stock Holding History

Good Life 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
2025 Q2	$273K	Hold	1,409	–	–	0.02%	416
2025 Q1	$252K	Buy	1,409 +200	+17%	+$37.9K	0.02%	419
2024 Q4	$227K	Buy	+1,209	New	+$240K	0.02%	431

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Good Life Advisors's MTB Position: Q2 2025 in Review

Good Life Advisors held its M&T Bank (MTB) position steady in Q2 2025 at 1,409 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #416.

Good Life Advisors first reported a position in MTB in Q4 2024 and has held it in 3 quarters since. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Good Life Advisors held 1,409 shares of M&T Bank worth $273K as of Q2 2025.
Good Life Advisors left its M&T Bank share count unchanged in Q2 2025.
M&T Bank made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #416 holding.
Good Life Advisors first reported a position in M&T Bank in Q4 2024 and has held it in 3 quarters since.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.