LSAG
MTB icon

Lake Street Advisors Group’s M&T Bank MTB Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$572K Buy
3,043
+23
+0.8% +$4.57K 0.03% 308
2024
Q3 		$538K Buy
3,020
+36
+1% +$5.97K 0.02% 319
2024
Q2 		$452K Buy
2,984
+46
+2% +$6.72K 0.02% 344
2024
Q1 		$427K Sell
2,938
-53
-2% -$7.34K 0.02% 368
2023
Q4 		$410K Buy
+2,991
New +$376K 0.02% 365

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Lake Street Advisors Group's MTB Position: Q4 2024 in Review

Lake Street Advisors Group increased its M&T Bank (MTB) stake by 0.76% in Q4 2024, buying an estimated $4.57K and bringing the position to 3,043 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #308.

Lake Street Advisors Group first reported a position in MTB in Q4 2023 and has held it in 5 quarters since. 1,044 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Lake Street Advisors Group held 3,043 shares of M&T Bank worth $572K as of Q4 2024.
  • Lake Street Advisors Group bought 23 M&T Bank shares in Q4 2024, an estimated $4.57K.
  • M&T Bank made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #308 holding.
  • Lake Street Advisors Group first reported a position in M&T Bank in Q4 2023 and has held it in 5 quarters since.
  • 1,044 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.