HWM
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HB Wealth Management’s M&T Bank MTB Stock Holding History

HB Wealth 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
2026
Q1 		$1.26M Buy
6,086
+1,613
+36% +$347K 0.01% 576
2025
Q4 		$901K Buy
4,473
+298
+7% +$56.9K 0.01% 667
2025
Q3 		$825K Buy
4,175
+558
+15% +$109K 0.01% 673
2025
Q2 		$702K Sell
3,617
-441
-11% -$77.8K 0.01% 633
2025
Q1 		$726K Buy
4,058
+1,386
+52% +$263K 0.01% 642
2024
Q4 		$502K Buy
2,672
+170
+7% +$33.8K 0.01% 619
2024
Q3 		$446K Buy
2,502
+279
+13% +$46.3K ﹤0.01% 624
2024
Q2 		$337K Buy
2,223
+295
+15% +$43.1K ﹤0.01% 672
2024
Q1 		$280K Buy
1,928
+165
+9% +$22.9K ﹤0.01% 682
2023
Q4 		$242K Buy
1,763
+27
+2% +$3.39K ﹤0.01% 684
2023
Q3 		$219K Buy
+1,736
New +$226K ﹤0.01% 675

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return