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Lindbrook Capital’s M&T Bank MTB Stock Holding History

Lindbrook Capital’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
2025
Q1 		$121K Buy
676
+111
+20% +$21.1K 0.01% 602
2024
Q4 		$106K Buy
565
+24
+4% +$4.77K 0.01% 541
2024
Q3 		$96.4K Sell
541
-20
-4% -$3.32K 0.01% 573
2024
Q2 		$84.9K Buy
561
+78
+16% +$11.4K 0.01% 596
2024
Q1 		$70.2K Sell
483
-135
-22% -$18.7K 0.01% 657
2023
Q4 		$84.7K Buy
618
+48
+8% +$6.03K 0.01% 572
2023
Q3 		$72.1K Sell
570
-26
-4% -$3.39K 0.01% 560
2023
Q2 		$73.8K Buy
596
+101
+20% +$12.2K 0.01% 577
2023
Q1 		$59.2K Buy
495
+71
+17% +$10.3K 0.01% 632
2022
Q4 		$61.5K Sell
424
-74
-15% -$12.2K 0.01% 618
2022
Q3 		$88K Buy
498
+109
+28% +$19.3K 0.01% 467
2022
Q2 		$62K Buy
389
+27
+7% +$4.54K 0.01% 587
2022
Q1 		$61K Buy
362
+7
+2% +$1.23K 0.01% 624
2021
Q4 		$55K Buy
355
+100
+39% +$15.4K 0.01% 683
2021
Q3 		$38K Buy
255
+57
+29% +$7.9K 0.01% 524
2021
Q2 		$29K Hold
198
– – 0.01% 652
2021
Q1 		$30K Buy
198
+4
+2% +$590 0.01% 601
2020
Q4 		$25K Buy
194
+9
+5% +$1.02K 0.01% 610
2020
Q3 		$17K Hold
185
– – ﹤0.01% 673
2020
Q2 		$19K Sell
185
-57
-24% -$6.02K 0.01% 624
2020
Q1 		$25K Sell
242
-86
-26% -$12.7K 0.01% 479
2019
Q4 		$56K Hold
328
– – 0.02% 408
2019
Q3 		$52K Sell
328
-7
-2% -$1.1K 0.02% 406
2019
Q2 		$56K Hold
335
– – 0.02% 379
2019
Q1 		$52K Hold
335
– – 0.02% 395
2018
Q4 		$47K Buy
+335
New +$53.5K 0.02% 366

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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 $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's MTB Position: Q1 2025 in Review

Lindbrook Capital increased its M&T Bank (MTB) stake by 20% in Q1 2025, buying an estimated $21.1K and bringing the position to 676 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #602.

Lindbrook Capital first reported a position in MTB in Q4 2018 and has held it in 26 quarters since. 1,037 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Lindbrook Capital held 676 shares of M&T Bank worth $121K as of Q1 2025.
  • Lindbrook Capital bought 111 M&T Bank shares in Q1 2025, an estimated $21.1K.
  • M&T Bank made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #602 holding.
  • Lindbrook Capital first reported a position in M&T Bank in Q4 2018 and has held it in 26 quarters since.
  • 1,037 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.