Merit Financial Group’s M&T Bank MTB Stock Holding History

Merit Financial 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	$1.81M	Buy	8,749 +1,419	+19%	+$305K	0.01%	716
2025 Q4	$1.48M	Buy	7,330 +1,196	+19%	+$228K	0.01%	762
2025 Q3	$1.21M	Buy	6,134 +198	+3%	+$38.9K	0.01%	762
2025 Q2	$1.15M	Buy	5,936 +2,506	+73%	+$442K	0.01%	725
2025 Q1	$613K	Buy	3,430 +1,541	+82%	+$292K	0.01%	844
2024 Q4	$355K	Buy	1,889 +595	+46%	+$118K	0.01%	860
2024 Q3	$230K	Sell	1,294 -174	-12%	-$28.9K	0.01%	751
2024 Q2	$222K	Sell	1,468 -187	-11%	-$27.3K	﹤0.01%	833
2024 Q1	$243K	Buy	1,655 +192	+13%	+$26.6K	0.01%	775
2023 Q4	$200K	Buy	+1,463	New	+$184K	0.01%	733
2023 Q3	–	Sell	-1,796	Closed	-$222K	–	772
2023 Q2	$222K	Buy	+1,796	New	+$217K	0.01%	672

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