Level Financial Advisors’s M&T Bank MTB Stock Holding History

Level Financial 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	$350K	Buy	1,692 +3	+0.2%	+$646	0.09%	73
2025 Q4	$340K	Buy	1,689 +1	+0.1%	+$191	0.09%	73
2025 Q3	$334K	Sell	1,688 -53	-3%	-$10.4K	0.09%	78
2025 Q2	$338K	Sell	1,741 -3	-0.2%	-$529	0.11%	72
2025 Q1	$312K	Sell	1,744 -27	-2%	-$5.12K	0.11%	73
2024 Q4	$333K	Sell	1,771 -3	-0.2%	-$596	0.12%	66
2024 Q3	$316K	Buy	1,774 +22	+1%	+$3.65K	0.12%	63
2024 Q2	$265K	Buy	+1,752	New	+$256K	0.11%	63
2024 Q1	–	Sell	-667	Closed	-$91.4K	–	192
2023 Q4	$91.4K	Sell	667 -10	-1%	-$1.26K	0.05%	86
2023 Q3	$85.6K	Sell	677 -16	-2%	-$2.09K	0.05%	81
2023 Q2	$85.8K	Hold	693	–	–	0.05%	81
2023 Q1	$82.9K	Hold	693	–	–	0.05%	77
2022 Q4	$101K	Hold	693	–	–	0.07%	70
2022 Q3	$122K	Hold	693	–	–	0.09%	64
2022 Q2	$110K	Sell	693 -29	-4%	-$4.87K	0.08%	71
2022 Q1	$122K	Hold	722	–	–	0.09%	56
2021 Q4	$111K	Buy	+722	New	+$111K	0.08%	58

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