LIG
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Lokken Investment Group’s M&T Bank MTB Stock Holding History

Lokken Investment 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
2025
Q1 		– Sell
-1,236
Closed -$232K – 142
2024
Q4 		$232K Hold
1,236
– – 0.1% 121
2024
Q3 		$220K Buy
+1,236
New +$205K 0.09% 138
2023
Q4 		– Sell
-3,252
Closed -$411K – 142
2023
Q3 		$411K Sell
3,252
-1,285
-28% -$168K 0.27% 78
2023
Q2 		$561K Buy
4,537
+623
+16% +$75.4K 0.37% 66
2023
Q1 		$468K Sell
3,914
-63
-2% -$9.14K 0.36% 64
2022
Q4 		$577K Buy
3,977
+98
+3% +$16.1K 0.46% 51
2022
Q3 		$684K Buy
3,879
+52
+1% +$9.2K 0.59% 42
2022
Q2 		$610K Buy
3,827
+148
+4% +$24.9K 0.49% 45
2022
Q1 		$613K Buy
+3,679
New +$649K 0.49% 47

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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