Institutional & Family Asset Management’s M&T Bank MTB Stock Holding History

Institutional & Family Asset 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
2024 Q2	$15.6K	Buy	103 +20	+24%	+$2.92K	﹤0.01%	368
2024 Q1	$12.1K	Sell	83 -2	-2%	-$277	﹤0.01%	384
2023 Q4	$11.7K	Buy	85 +3	+4%	+$377	﹤0.01%	372
2023 Q3	$10.4K	Sell	82 -2	-2%	-$261	﹤0.01%	370
2023 Q2	$10.4K	Sell	84 -4	-5%	-$484	﹤0.01%	382
2023 Q1	$10.5K	Sell	88 -7	-7%	-$1.02K	﹤0.01%	372
2022 Q4	$13.8K	Sell	95 -1	-1%	-$164	﹤0.01%	344
2022 Q3	$17K	Buy	96 +26	+37%	+$4.6K	﹤0.01%	330
2022 Q2	$11K	Hold	70	–	–	﹤0.01%	378
2022 Q1	$12K	Sell	70 -1	-1%	-$176	﹤0.01%	420
2021 Q4	$11K	Buy	+71	New	+$10.9K	﹤0.01%	435
2020 Q1	–	Sell	-12	Closed	-$2K	–	878
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	747
2019 Q3	$2K	Buy	+12	New	+$1.89K	﹤0.01%	708

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Institutional & Family Asset Management's MTB Position: Q2 2024 in Review

Institutional & Family Asset Management increased its M&T Bank (MTB) stake by 24% in Q2 2024, buying an estimated $2.92K and bringing the position to 103 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Institutional & Family Asset Management first reported a position in MTB in Q3 2019 and has held it in 13 quarters since. The position peaked at $17K in Q3 2022. 921 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

Institutional & Family Asset Management held 103 shares of M&T Bank worth $15.6K as of Q2 2024.
Institutional & Family Asset Management bought 20 M&T Bank shares in Q2 2024, an estimated $2.92K.
M&T Bank made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #368 holding.
Institutional & Family Asset Management first reported a position in M&T Bank in Q3 2019 and has held it in 13 quarters since.
Institutional & Family Asset Management's M&T Bank position peaked at $17K in Q3 2022.
921 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.