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Investment House LLC’s M&T Bank MTB Stock Holding History

Investment House LLC’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 		$279K Hold
1,350
– – 0.01% 196
2025
Q4 		$272K Hold
1,350
– – 0.01% 193
2025
Q3 		$267K Hold
1,350
– – 0.01% 203
2025
Q2 		$262K Hold
1,350
– – 0.01% 199
2025
Q1 		$241K Hold
1,350
– – 0.01% 204
2024
Q4 		$254K Hold
1,350
– – 0.01% 189
2024
Q3 		$240K Hold
1,350
– – 0.01% 200
2024
Q2 		$204K Buy
+1,350
New +$197K 0.01% 201
2023
Q3 		– Sell
-18,426
Closed -$2.28M – 192
2023
Q2 		$2.28M Sell
18,426
-7,258
-28% -$878K 0.17% 87
2023
Q1 		$3.07M Buy
+25,684
New +$3.73M 0.25% 78

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