KB Financial Partners’s M&T Bank MTB Stock Holding History

KB Financial Partners’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
2023 Q3	$8K	Hold	63	–	–	﹤0.01%	401
2023 Q2	$8K	Hold	63	–	–	﹤0.01%	406
2023 Q1	$8K	Hold	63	–	–	﹤0.01%	395
2022 Q4	$9K	Sell	63 -1	-2%	-$164	﹤0.01%	385
2022 Q3	$11K	Hold	64	–	–	﹤0.01%	368
2022 Q2	$10K	Buy	64 +47	+276%	+$7.9K	﹤0.01%	366
2022 Q1	$3K	Hold	17	–	–	﹤0.01%	514
2021 Q4	$3K	Buy	+17	New	+$2.61K	﹤0.01%	548
2021 Q3	–	Sell	-17	Closed	-$2K	–	425
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	578
2021 Q1	$3K	Buy	+17	New	+$2.51K	﹤0.01%	535

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KB Financial Partners's MTB Position: Q3 2023 in Review

KB Financial Partners held its M&T Bank (MTB) position steady in Q3 2023 at 63 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

KB Financial Partners first reported a position in MTB in Q1 2021 and has held it in 10 quarters since. The position peaked at $11K in Q3 2022. 804 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

KB Financial Partners held 63 shares of M&T Bank worth $8K as of Q3 2023.
KB Financial Partners left its M&T Bank share count unchanged in Q3 2023.
M&T Bank made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #401 holding.
KB Financial Partners first reported a position in M&T Bank in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's M&T Bank position peaked at $11K in Q3 2022.
804 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.