Mather Group’s M&T Bank MTB Stock Holding History

Mather Group’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
2026 Q1	$602K	Sell	2,914 -44	-1%	-$9.47K	0.01%	451
2025 Q4	$596K	Sell	2,958 -112	-4%	-$21.4K	0.01%	375
2025 Q3	$607K	Buy	3,070 +241	+9%	+$47.3K	0.01%	365
2025 Q2	$549K	Sell	2,829 -218	-7%	-$38.5K	0.01%	377
2025 Q1	$545K	Buy	3,047 +245	+9%	+$46.5K	0.01%	365
2024 Q4	$527K	Buy	2,802 +203	+8%	+$40.4K	0.01%	351
2024 Q3	$463K	Buy	2,599 +123	+5%	+$20.4K	0.01%	382
2024 Q2	$360K	Buy	2,476 +265	+12%	+$38.7K	﹤0.01%	484
2024 Q1	$303K	Sell	2,211 -11	-0.5%	-$1.52K	﹤0.01%	440
2023 Q4	$305K	Buy	+2,222	New	+$279K	﹤0.01%	451
2022 Q4	–	Sell	-1,619	Closed	-$285K	–	501
2022 Q3	$285K	Buy	+1,619	New	+$286K	0.01%	377

Other funds holding MTB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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