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Heron Financial Group’s M&T Bank MTB Stock Holding History

Heron Financial Group’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
2022
Q2 		– Sell
-1,369
Closed -$232K – 149
2022
Q1 		$232K Hold
1,369
– – 0.12% 135
2021
Q4 		$237K Buy
+1,369
New +$210K 0.13% 129
2020
Q1 		– Sell
-1,504
Closed -$255K – 126
2019
Q4 		$255K Buy
+1,504
New +$244K 0.21% 109

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heron Financial Group's MTB Position: Q2 2022 in Review

Heron Financial Group sold out of M&T Bank (MTB) in Q2 2022, closing a stake of 1,369 shares — an estimated $232K sold.

Heron Financial Group first reported a position in MTB in Q4 2019 and held it in 3 quarters. The position peaked at $255K in Q4 2019. 885 funds tracked by Wall St. Rank hold MTB as of Q2 2022.

  • Heron Financial Group reported no remaining M&T Bank position as of Q2 2022 after selling out during the quarter.
  • Heron Financial Group sold 1,369 M&T Bank shares in Q2 2022, an estimated $232K.
  • Heron Financial Group first reported a position in M&T Bank in Q4 2019 and held it in 3 quarters.
  • Heron Financial Group's M&T Bank position peaked at $255K in Q4 2019.
  • 885 funds tracked by Wall St. Rank held M&T Bank as of Q2 2022.

Based on Heron Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.