LA
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Latitude Advisors’s M&T Bank MTB Stock Holding History

Latitude Advisors’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 		– Sell
-1,013
Closed -$204K – 227
2025
Q4 		$204K Sell
1,013
-405
-29% -$77.4K 0.09% 221
2025
Q3 		$280K Sell
1,418
-234
-14% -$45.9K 0.13% 160
2025
Q2 		$320K Sell
1,652
-102
-6% -$18K 0.16% 140
2025
Q1 		$313K Buy
1,754
+394
+29% +$74.7K 0.18% 133
2024
Q4 		$256K Buy
1,360
+1
+0.1% +$199 0.14% 151
2024
Q3 		$242K Sell
1,359
-18
-1% -$2.98K 0.14% 163
2024
Q2 		$208K Sell
1,377
-353
-20% -$51.6K 0.13% 171
2024
Q1 		$252K Sell
1,730
-75
-4% -$10.4K 0.16% 137
2023
Q4 		$247K Sell
1,805
-160
-8% -$20.1K 0.17% 135
2023
Q3 		$248K Sell
1,965
-1
-0.1% -$130 0.18% 132
2023
Q2 		$243K Buy
1,966
+76
+4% +$9.2K 0.17% 132
2023
Q1 		$226K Sell
1,890
-36
-2% -$5.23K 0.16% 145
2022
Q4 		$279K Buy
1,926
+321
+20% +$52.8K 0.21% 117
2022
Q3 		$283K Sell
1,605
-42
-3% -$7.43K 0.23% 103
2022
Q2 		$263K Sell
1,647
-1,812
-52% -$304K 0.24% 106
2022
Q1 		$586K Buy
3,459
+1,083
+46% +$191K 0.13% 159
2021
Q4 		$365K Hold
2,376
– – 0.1% 198
2021
Q3 		$355K Buy
+2,376
New +$329K 0.11% 179

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return