M&T Bank

M&T Bank’s Spire SR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$600K	Buy	6,632 +1,160	+21%	+$102K	﹤0.01%	1025
2025 Q4	$452K	Buy	5,472 +226	+4%	+$19.3K	﹤0.01%	1182
2025 Q3	$428K	Buy	5,246 +588	+13%	+$44.7K	﹤0.01%	1049
2025 Q2	$340K	Buy	4,658 +2,009	+76%	+$150K	﹤0.01%	1228
2025 Q1	$207K	Buy	+2,649	New	+$194K	﹤0.01%	1406
2021 Q3	–	Sell	-4,831	Closed	-$349K	–	1627
2021 Q2	$349K	Sell	4,831 -349	-7%	-$26K	﹤0.01%	1197
2021 Q1	$383K	Buy	5,180 +953	+23%	+$63.6K	﹤0.01%	1117
2020 Q4	$271K	Buy	+4,227	New	+$258K	﹤0.01%	1385
2020 Q2	–	Sell	-3,234	Closed	-$241K	–	1678
2020 Q1	$241K	Buy	3,234 +418	+15%	+$33.5K	﹤0.01%	1250
2019 Q4	$235K	Buy	2,816 +453	+19%	+$37.1K	﹤0.01%	1195
2019 Q3	$206K	Sell	2,363 -1,913	-45%	-$161K	﹤0.01%	1415
2019 Q2	$359K	Buy	4,276 +25	+0.6%	+$2.1K	﹤0.01%	1132
2019 Q1	$350K	Buy	+4,251	New	+$332K	﹤0.01%	1131
2015 Q3	–	Sell	-4,051	Closed	-$210K	–	1987
2015 Q2	$210K	Buy	+4,051	New	+$211K	﹤0.01%	1744

Other funds holding SR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return