M&T Bank

M&T Bank’s LegalZoom.com LZ Stock Holding History

M&T Bank’s Portfolio LZ Stock Details LZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-202,804	Closed	-$1.52M	–	1620
2024 Q4	$1.52M	Sell	202,804 -24,530	-11%	-$185K	0.01%	759
2024 Q3	$1.44M	Buy	227,334 +654	+0.3%	+$4.28K	﹤0.01%	787
2024 Q2	$1.9M	Buy	226,680 +40,082	+21%	+$413K	0.01%	668
2024 Q1	$2.49M	Buy	186,598 +172	+0.1%	+$1.98K	0.01%	578
2023 Q4	$2.11M	Buy	186,426 +68,633	+58%	+$747K	0.01%	619
2023 Q3	$1.29M	Buy	117,793 +13,607	+13%	+$167K	0.01%	758
2023 Q2	$1.26M	Sell	104,186 -11,359	-10%	-$120K	﹤0.01%	785
2023 Q1	$1.08M	Buy	115,545 +47,934	+71%	+$406K	﹤0.01%	834
2022 Q4	$523K	Buy	67,611 +11,794	+21%	+$102K	﹤0.01%	1084
2022 Q3	$478K	Buy	55,817 +12,120	+28%	+$125K	﹤0.01%	1104
2022 Q2	$477K	Buy	+43,697	New	+$577K	﹤0.01%	1032
2022 Q1	–	Sell	-15,688	Closed	-$252K	–	1609
2021 Q4	$252K	Buy	15,688 +4,500	+40%	+$95.5K	﹤0.01%	1334
2021 Q3	$295K	Buy	11,188 +5,697	+104%	+$200K	﹤0.01%	1239
2021 Q2	$208K	Buy	+5,491	New	+$208K	﹤0.01%	1448

Other funds holding LZ

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

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

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return