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GYL Financial Synergies’s M&T Bank MTB Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$2.29M Buy
12,836
+6
+0% +$995 0.17% 116
2024
Q2 		$1.94M Buy
12,830
+366
+3% +$53.5K 0.15% 123
2024
Q1 		$1.81M Buy
12,464
+350
+3% +$48.5K 0.14% 131
2023
Q4 		$1.66M Sell
12,114
-165
-1% -$20.7K 0.14% 139
2023
Q3 		$1.55M Buy
12,279
+765
+7% +$99.8K 0.15% 131
2023
Q2 		$1.42M Buy
11,514
+1,751
+18% +$212K 0.13% 142
2023
Q1 		$1.17M Buy
+9,763
New +$1.42M 0.14% 114

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

GYL Financial Synergies's MTB Position: Q3 2024 in Review

GYL Financial Synergies increased its M&T Bank (MTB) stake by 0.05% in Q3 2024, buying an estimated $995 and bringing the position to 12,836 shares worth $2.29M. The position accounts for 0.17% of the portfolio, ranked #116.

GYL Financial Synergies first reported a position in MTB in Q1 2023 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • GYL Financial Synergies held 12,836 shares of M&T Bank worth $2.29M as of Q3 2024.
  • GYL Financial Synergies bought 6 M&T Bank shares in Q3 2024, an estimated $995.
  • M&T Bank made up 0.17% of GYL Financial Synergies's portfolio in Q3 2024, its #116 holding.
  • GYL Financial Synergies first reported a position in M&T Bank in Q1 2023 and has held it in 7 quarters since.
  • 944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.