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	–	711
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	–	828
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	–	793
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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return