Independent Advisor Alliance’s M&T Bank MTB Stock Holding History

Independent Advisor Alliance’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	$459K	Buy	2,222 +93	+4%	+$20K	﹤0.01%	1147
2025 Q4	$429K	Buy	2,129 +31	+1%	+$5.92K	0.01%	694
2025 Q3	$415K	Buy	2,098 +38	+2%	+$7.46K	0.01%	679
2025 Q2	$400K	Buy	2,060 +31	+2%	+$5.47K	0.01%	655
2025 Q1	$363K	Sell	2,029 -48	-2%	-$9.1K	0.01%	603
2024 Q4	$391K	Buy	2,077 +478	+30%	+$95K	0.01%	1032
2024 Q3	$285K	Sell	1,599 -143	-8%	-$23.7K	0.01%	580
2024 Q2	$264K	Buy	1,742 +3	+0.2%	+$438	0.01%	606
2024 Q1	$253K	Buy	+1,739	New	+$241K	0.01%	611
2022 Q4	–	Sell	-1,410	Closed	-$249K	–	550
2022 Q3	$249K	Sell	1,410 -49	-3%	-$8.67K	0.01%	531
2022 Q2	$232K	Buy	+1,459	New	+$245K	0.01%	541
2022 Q1	–	Sell	-4,047	Closed	-$622K	–	714
2021 Q4	$622K	Buy	4,047 +281	+7%	+$43.1K	0.03%	344
2021 Q3	$562K	Buy	3,766 +783	+26%	+$109K	0.03%	352
2021 Q2	$433K	Sell	2,983 -238	-7%	-$37.2K	0.02%	423
2021 Q1	$488K	Buy	3,221 +125	+4%	+$18.4K	0.03%	381
2020 Q4	$394K	Buy	+3,096	New	+$353K	0.03%	392

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