Jones Financial Companies’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.4M | Buy |
225,843
+215,228
| +2,028% | +$46.3M | 0.02% | 371 |
|
|
2025
Q4 | $2.14M | Buy |
10,615
+892
| +9% | +$170K | ﹤0.01% | 915 |
|
|
2025
Q3 | $1.95M | Buy |
9,723
+1,246
| +15% | +$244K | ﹤0.01% | 866 |
|
|
2025
Q2 | $1.64M | Buy |
8,477
+1,049
| +14% | +$185K | ﹤0.01% | 818 |
|
|
2025
Q1 | $1.3M | Buy |
7,428
+2,094
| +39% | +$397K | ﹤0.01% | 770 |
|
|
2024
Q4 | $1M | Buy |
5,334
+3,995
| +298% | +$794K | ﹤0.01% | 743 |
|
|
2024
Q3 | $235K | Buy |
1,339
+922
| +221% | +$153K | ﹤0.01% | 1080 |
|
|
2024
Q2 | $63.1K | Buy |
417
+150
| +56% | +$21.9K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $38.9K | Buy |
267
+113
| +73% | +$15.7K | ﹤0.01% | 777 |
|
|
2023
Q4 | $21.1K | Buy |
+154
| New | +$19.3K | ﹤0.01% | 582 |
|
|
2023
Q1 | – | Sell |
-39
| Closed | -$6K | – | 702 |
|
|
2022
Q4 | $6K | Hold |
39
| – | – | ﹤0.01% | 528 |
|
|
2022
Q3 | $7K | Sell |
39
-125
| -76% | -$22.1K | ﹤0.01% | 456 |
|
|
2022
Q2 | $26K | Sell |
164
-74
| -31% | -$12.4K | ﹤0.01% | 373 |
|
|
2022
Q1 | $40K | Buy |
238
+112
| +89% | +$19.8K | ﹤0.01% | 371 |
|
|
2021
Q4 | $19K | Buy |
126
+52
| +70% | +$7.98K | ﹤0.01% | 469 |
|
|
2021
Q3 | $11K | Hold |
74
| – | – | ﹤0.01% | 488 |
|
|
2021
Q2 | $11K | Buy |
74
+65
| +722% | +$10.2K | ﹤0.01% | 460 |
|
|
2021
Q1 | $1K | Sell |
9
-7
| -44% | -$1.03K | ﹤0.01% | 767 |
|
|
2020
Q4 | $2K | Buy |
+16
| New | +$1.82K | ﹤0.01% | 613 |
|
|
2013
Q3 | – | Sell |
-20
| Closed | -$2K | – | 799 |
|
|
2013
Q2 | $2K | Buy |
+20
| New | +$2.06K | ﹤0.01% | 731 |
|
Other funds holding MTB
VCM
VPM
