Means Investment Company’s M&T Bank MTB Stock Holding History

Means Investment Company’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	$1.46M	Sell	7,056 -264	-4%	-$56.8K	0.13%	71
2025 Q4	$1.47M	Sell	7,320 -440	-6%	-$84.1K	0.12%	72
2025 Q3	$1.53M	Sell	7,760 -47	-0.6%	-$9.22K	0.13%	69
2025 Q2	$1.51M	Buy	7,807 +7	+0.1%	+$1.24K	0.14%	71
2025 Q1	$1.39M	Buy	7,800 +3,672	+89%	+$696K	0.15%	70
2024 Q4	$776K	Buy	4,128 +6	+0.1%	+$1.19K	0.08%	107
2024 Q3	$734K	Sell	4,122 -64	-2%	-$10.6K	0.08%	108
2024 Q2	$634K	Sell	4,186 -11	-0.3%	-$1.61K	0.08%	111
2024 Q1	$610K	Buy	4,197 +7	+0.2%	+$970	0.08%	118
2023 Q4	$574K	Buy	4,190 +1,081	+35%	+$136K	0.08%	117
2023 Q3	$393K	Sell	3,109 -15	-0.5%	-$1.96K	0.06%	136
2023 Q2	$387K	Buy	3,124 +9	+0.3%	+$1.09K	0.06%	136
2023 Q1	$373K	Buy	3,115 +8	+0.3%	+$1.16K	0.07%	139
2022 Q4	$451K	Buy	3,107 +6	+0.2%	+$987	0.09%	124
2022 Q3	$547K	Buy	3,101 +5	+0.2%	+$885	0.12%	105
2022 Q2	$493K	Buy	+3,096	New	+$520K	0.1%	112

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