Harvest Fund Management’s M&T Bank MTB Stock Holding History

Harvest Fund 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
2025 Q2	–	Sell	-199	Closed	-$36K	–	710
2025 Q1	$36K	Sell	199 -1,394	-88%	-$264K	﹤0.01%	511
2024 Q4	$300K	Buy	1,593 +870	+120%	+$173K	0.01%	410
2024 Q3	$129K	Hold	723	–	–	0.01%	389
2024 Q2	$109K	Hold	723	–	–	0.01%	400
2024 Q1	$105K	Hold	723	–	–	0.01%	420
2023 Q4	$99K	Hold	723	–	–	0.02%	333
2023 Q3	$91K	Buy	+723	New	+$94.3K	0.02%	333
2022 Q4	–	Sell	-253	Closed	-$45K	–	825
2022 Q3	$45K	Hold	253	–	–	0.01%	439
2022 Q2	$40K	Hold	253	–	–	0.01%	444
2022 Q1	$42K	Buy	+253	New	+$44.6K	0.01%	470
2021 Q3	–	Sell	-294	Closed	-$43K	–	792
2021 Q2	$43K	Buy	294 +191	+185%	+$29.8K	﹤0.01%	475
2021 Q1	$15K	Buy	+103	New	+$15.2K	﹤0.01%	688

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 $3.38T AUM 44.17% 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

Harvest Fund Management's MTB Position: Q2 2025 in Review

Harvest Fund Management sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 199 shares — an estimated $36K sold.

Harvest Fund Management first reported a position in MTB in Q1 2021 and held it in 12 quarters. The position peaked at $300K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Harvest Fund Management reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Harvest Fund Management sold 199 M&T Bank shares in Q2 2025, an estimated $36K.
Harvest Fund Management first reported a position in M&T Bank in Q1 2021 and held it in 12 quarters.
Harvest Fund Management's M&T Bank position peaked at $300K in Q4 2024.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Harvest Fund Management's 13F filing for Q2 2025, filed 15 Aug 2025.