Meitav Investment House’s M&T Bank MTB Stock Holding History

Meitav Investment House’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	$587K	Sell	2,841 -642	-18%	-$138K	0.01%	195
2025 Q4	$702K	Sell	3,483 -2,084	-37%	-$398K	0.01%	192
2025 Q3	$1.1M	Buy	5,567 +834	+18%	+$164K	0.01%	162
2025 Q2	$918K	Buy	4,733 +991	+26%	+$175K	0.01%	149
2025 Q1	$669K	Buy	3,742 +657	+21%	+$125K	0.01%	152
2024 Q4	$580K	Buy	3,085 +815	+36%	+$162K	0.01%	154
2024 Q3	$386K	Buy	2,270 +69	+3%	+$11.4K	0.01%	186
2024 Q2	$325K	Sell	2,201 -229	-9%	-$33.5K	0.01%	194
2024 Q1	$353K	Buy	2,430 +21	+0.9%	+$2.91K	0.01%	192
2023 Q4	$333K	Buy	2,409 +152	+7%	+$19.1K	﹤0.01%	283
2023 Q3	$285K	Buy	2,257 +762	+51%	+$99.4K	﹤0.01%	293
2023 Q2	$186K	Buy	+1,495	New	+$181K	﹤0.01%	352

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