M&R Capital Management’s M&T Bank MTB Stock Holding History

M&R Capital Management’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 Q3	$891	Hold	5	–	–	﹤0.01%	551
2024 Q2	$757	Hold	5	–	–	﹤0.01%	518
2024 Q1	$727	Hold	5	–	–	﹤0.01%	526
2023 Q4	$685	Hold	5	–	–	﹤0.01%	613
2023 Q3	$632	Hold	5	–	–	﹤0.01%	597
2023 Q2	$618	Hold	5	–	–	﹤0.01%	597
2023 Q1	$597	Hold	5	–	–	﹤0.01%	586
2022 Q4	$725	Hold	5	–	–	﹤0.01%	577
2022 Q3	$0	Hold	5	–	–	﹤0.01%	447
2022 Q2	$0	Hold	5	–	–	﹤0.01%	442
2022 Q1	$0	Hold	5	–	–	﹤0.01%	441
2021 Q4	$0	Hold	5	–	–	﹤0.01%	423
2021 Q3	$0	Hold	5	–	–	﹤0.01%	423
2021 Q2	$0	Hold	5	–	–	﹤0.01%	426
2021 Q1	$0	Hold	5	–	–	﹤0.01%	427
2020 Q4	$0	Hold	5	–	–	﹤0.01%	456
2020 Q3	$0	Hold	5	–	–	﹤0.01%	466
2020 Q2	$0	Hold	5	–	–	﹤0.01%	477
2020 Q1	$0	Hold	5	–	–	﹤0.01%	482
2019 Q4	$0	Hold	5	–	–	﹤0.01%	501
2019 Q3	$0	Hold	5	–	–	﹤0.01%	503
2019 Q2	$0	Hold	5	–	–	﹤0.01%	503
2019 Q1	$0	Hold	5	–	–	﹤0.01%	511
2018 Q4	$0	Hold	5	–	–	﹤0.01%	525
2018 Q3	$0	Hold	5	–	–	﹤0.01%	536
2018 Q2	$0	Hold	5	–	–	﹤0.01%	526
2018 Q1	$0	Hold	5	–	–	﹤0.01%	542
2017 Q4	$0	Hold	5	–	–	﹤0.01%	550
2017 Q3	$0	Hold	5	–	–	﹤0.01%	556
2017 Q2	$0	Hold	5	–	–	﹤0.01%	560
2017 Q1	$0	Sell	5 -100	-95%	-$16.2K	﹤0.01%	569
2016 Q4	$16K	Buy	105 +100	+2,000%	+$13.5K	﹤0.01%	390
2016 Q3	$0	Hold	5	–	–	﹤0.01%	555
2016 Q2	$0	Buy	+5	New	+$580	﹤0.01%	528

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

M&R Capital Management's MTB Position: Q3 2024 in Review

M&R Capital Management held its M&T Bank (MTB) position steady in Q3 2024 at 5 shares worth $891. The position accounts for ﹤0.01% of the portfolio, ranked #551.

M&R Capital Management first reported a position in MTB in Q2 2016 and has held it in 34 quarters since. The position peaked at $16K in Q4 2016. 944 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

M&R Capital Management held 5 shares of M&T Bank worth $891 as of Q3 2024.
M&R Capital Management left its M&T Bank share count unchanged in Q3 2024.
M&T Bank made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #551 holding.
M&R Capital Management first reported a position in M&T Bank in Q2 2016 and has held it in 34 quarters since.
M&R Capital Management's M&T Bank position peaked at $16K in Q4 2016.
944 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.