JFA
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JNBA Financial Advisors’s M&T Bank MTB Stock Holding History

JNBA Financial Advisors’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 		$2.9K Hold
14
– – ﹤0.01% 693
2025
Q4 		$2.82K Buy
+14
New +$2.67K ﹤0.01% 641
2022
Q3 		– Sell
-79
Closed -$13K – 728
2022
Q2 		$13K Sell
79
-6
-7% -$1.01K ﹤0.01% 458
2022
Q1 		$14K Buy
85
+6
+8% +$1.06K ﹤0.01% 461
2021
Q4 		$12K Buy
79
+43
+119% +$6.6K ﹤0.01% 505
2021
Q3 		$5K Hold
36
– – ﹤0.01% 588
2021
Q2 		$5K Hold
36
– – ﹤0.01% 544
2021
Q1 		$5K Buy
+36
New +$5.31K ﹤0.01% 531
2016
Q4 		– Sell
-239
Closed -$28K – 1009
2016
Q3 		$28K Buy
+239
New +$27.8K ﹤0.01% 702

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