Hartford Financial Management’s M&T Bank MTB Stock Holding History

Hartford Financial Management’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 Q4	–	Sell	-1,150	Closed	-$205K	–	387
2024 Q3	$205K	Hold	1,150	–	–	0.04%	155
2024 Q2	$174K	Hold	1,150	–	–	0.04%	158
2024 Q1	$167K	Hold	1,150	–	–	0.04%	156
2023 Q4	$158K	Sell	1,150 -107	-9%	-$13.4K	0.04%	162
2023 Q3	$159K	Hold	1,257	–	–	0.04%	163
2023 Q2	$156K	Hold	1,257	–	–	0.04%	167
2023 Q1	$150K	Hold	1,257	–	–	0.04%	159
2022 Q4	$182K	Hold	1,257	–	–	0.05%	159
2022 Q3	$222K	Hold	1,257	–	–	0.07%	149
2022 Q2	$200K	Buy	+1,257	New	+$211K	0.06%	150
2013 Q4	–	Sell	-100	Closed	-$11K	–	258
2013 Q3	$11K	Hold	100	–	–	0.01%	200
2013 Q2	$11K	Buy	+100	New	+$10.3K	0.01%	203

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Hartford Financial Management's MTB Position: Q4 2024 in Review

Hartford Financial Management sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 1,150 shares — an estimated $205K sold.

Hartford Financial Management first reported a position in MTB in Q2 2013 and held it in 12 quarters. The position peaked at $222K in Q3 2022. 1,043 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

Hartford Financial Management reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
Hartford Financial Management sold 1,150 M&T Bank shares in Q4 2024, an estimated $205K.
Hartford Financial Management first reported a position in M&T Bank in Q2 2013 and held it in 12 quarters.
Hartford Financial Management's M&T Bank position peaked at $222K in Q3 2022.
1,043 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Hartford Financial Management's 13F filing for Q4 2024, filed 23 Jan 2025.