Hudson Edge Investment Partners’s M&T Bank MTB Stock Holding History

Hudson Edge Investment Partners’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	$8.1M	Sell	39,199 -553	-1%	-$119K	1.18%	16
2025 Q4	$8.01M	Sell	39,752 -791	-2%	-$151K	1.19%	18
2025 Q3	$8.01M	Buy	40,543 +60	+0.1%	+$11.8K	1.3%	12
2025 Q2	$7.85M	Buy	40,483 +2,414	+6%	+$426K	1.34%	11
2025 Q1	$6.8M	Buy	38,069 +2,439	+7%	+$463K	1.38%	13
2024 Q4	$6.7M	Buy	35,630 +180	+0.5%	+$35.8K	1.24%	17
2024 Q3	$6.31M	Sell	35,450 -2,574	-7%	-$427K	1.17%	28
2024 Q2	$5.76M	Sell	38,024 -4,625	-11%	-$676K	1.11%	31
2024 Q1	$6.2M	Buy	42,649 +1,631	+4%	+$226K	1.21%	29
2023 Q4	$5.62M	Sell	41,018 -1,581	-4%	-$199K	1.31%	25
2023 Q3	$5.39M	Buy	+42,599	New	+$5.56M	1.76%	23

Other funds holding MTB

Fidelity Investments

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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