Jump Financial’s M&T Bank MTB Stock Holding History

Jump Financial’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	$515K	Buy	2,489 +689	+38%	+$148K	0.01%	1229
2025 Q4	$363K	Sell	1,800 -2,876	-62%	-$549K	﹤0.01%	1457
2025 Q3	$924K	Buy	+4,676	New	+$918K	0.01%	1050
2025 Q2	–	Sell	-42,735	Closed	-$7.64M	–	2012
2025 Q1	$7.64M	Buy	42,735 +41,399	+3,099%	+$7.85M	0.12%	243
2024 Q4	$251K	Buy	+1,336	New	+$266K	0.01%	1394
2024 Q2	–	Sell	-3,314	Closed	-$482K	–	2091
2024 Q1	$482K	Buy	3,314 +1,836	+124%	+$254K	0.01%	1202
2023 Q4	$203K	Buy	+1,478	New	+$186K	0.01%	1557
2023 Q2	–	Sell	-6,879	Closed	-$823K	–	2031
2023 Q1	$823K	Sell	6,879 -4,383	-39%	-$636K	0.03%	681
2022 Q4	$1.63M	Buy	+11,262	New	+$1.85M	0.09%	315
2021 Q4	–	Sell	-2,263	Closed	-$338K	–	1600
2021 Q3	$338K	Buy	2,263 +215	+10%	+$29.8K	0.02%	606
2021 Q2	$298K	Buy	+2,048	New	+$320K	0.03%	679
2021 Q1	–	Sell	-4,381	Closed	-$558K	–	1161
2020 Q4	$558K	Sell	4,381 -4,330	-50%	-$493K	0.09%	346
2020 Q3	$802K	Buy	+8,711	New	+$890K	0.16%	195

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