MHS
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M Holdings Securities’s M&T Bank MTB Stock Holding History

M Holdings Securities’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
Q1 		– Sell
-15,772
Closed -$2.16M – 165
2023
Q4 		$2.16M Sell
15,772
-449
-3% -$56.4K 0.24% 74
2023
Q3 		$2.05M Buy
16,221
+4,538
+39% +$592K 0.27% 68
2023
Q2 		$1.45M Sell
11,683
-4,636
-28% -$561K 0.3% 50
2023
Q1 		$1.95M Sell
16,319
-60
-0.4% -$8.71K 0.2% 88
2022
Q4 		$2.38M Sell
16,379
-13,428
-45% -$2.21M 0.25% 80
2022
Q3 		$5.26M Hold
29,807
– – 0.58% 37
2022
Q2 		$4.75M Buy
+29,807
New +$5.01M 0.48% 46
2021
Q2 		– Sell
-3,659
Closed -$555K – 384
2021
Q1 		$555K Buy
+3,659
New +$539K 0.05% 278

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return