Kovitz Investment Group Partners’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$597K	Sell	3,078 -367	-11%	-$71.2K	﹤0.01%	924
2025 Q1	$616K	Buy	3,445 +549	+19%	+$98.1K	﹤0.01%	855
2024 Q4	$545K	Buy	+2,896	New	+$545K	﹤0.01%	863