Machina Capital’s M&T Bank MTB Stock Holding History

Machina Capital’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	-2,742	Closed	-$516K	–	347
2024 Q4	$516K	Buy	+2,742	New	+$545K	0.22%	167
2024 Q2	–	Sell	-3,555	Closed	-$517K	–	327
2024 Q1	$517K	Buy	3,555 +659	+23%	+$91.3K	0.27%	144
2023 Q4	$397K	Buy	+2,896	New	+$364K	0.26%	152
2023 Q2	–	Sell	-18	Closed	-$2.15K	–	434
2023 Q1	$2.15K	Sell	18 -1,382	-99%	-$201K	﹤0.01%	464
2022 Q4	$203K	Buy	+1,400	New	+$230K	0.38%	133
2022 Q2	–	Sell	-1,248	Closed	-$212K	–	163
2022 Q1	$212K	Buy	+1,248	New	+$220K	0.47%	115
2021 Q3	–	Sell	-2,800	Closed	-$407K	–	182
2021 Q2	$407K	Buy	+2,800	New	+$437K	0.69%	59
2019 Q3	–	Sell	-2,374	Closed	-$404K	–	433
2019 Q2	$404K	Buy	2,374 +1,033	+77%	+$171K	0.15%	182
2019 Q1	$211K	Sell	1,341 -1,990	-60%	-$327K	0.08%	229
2018 Q4	$477K	Buy	+3,331	New	+$532K	0.32%	125

Other funds holding MTB

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

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 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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return