MHR
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Matthew Hamilton Rosenberg’s M&T Bank MTB Stock Holding History

Matthew Hamilton Rosenberg’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 		$8.68K Hold
42
– – ﹤0.01% 635
2025
Q4 		$8.46K Hold
42
– – ﹤0.01% 651
2025
Q3 		$8.3K Hold
42
– – ﹤0.01% 654
2025
Q2 		$8.15K Hold
42
– – ﹤0.01% 682
2025
Q1 		$7.51K Buy
42
+1
+2% +$190 ﹤0.01% 671
2024
Q4 		$7.71K Hold
41
– – ﹤0.01% 660
2024
Q3 		$7.3K Buy
+41
New +$6.8K ﹤0.01% 656
2024
Q2 		– Sell
-41
Closed -$5.87K – 849
2024
Q1 		$5.87K Sell
41
-1
-2% -$139 ﹤0.01% 674
2023
Q4 		$5.76K Buy
42
+41
+4,100% +$5.15K ﹤0.01% 685
2023
Q3 		$126 Hold
1
– – ﹤0.01% 872
2023
Q2 		$124 Sell
1
-306
-100% -$37K ﹤0.01% 891
2023
Q1 		$36.7K Hold
307
– – 0.01% 518
2022
Q4 		$44.5K Hold
307
– – 0.02% 488
2022
Q3 		$54K Hold
307
– – 0.02% 421
2022
Q2 		$49K Hold
307
– – 0.02% 466
2022
Q1 		$52K Buy
+307
New +$54.1K 0.02% 452

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return