Mirabella Financial Services’s M&T Bank MTB Stock Holding History

Mirabella Financial Services’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	$854K	Sell	4,132 -1,748	-30%	-$376K	0.08%	160
2025 Q4	$1.18M	Buy	+5,880	New	+$1.12M	0.11%	92
2024 Q2	–	Sell	-5,976	Closed	-$869K	–	608
2024 Q1	$869K	Sell	5,976 -155	-3%	-$21.5K	0.06%	204
2023 Q4	$840K	Buy	+6,131	New	+$770K	0.12%	147
2023 Q3	–	Sell	-21,800	Closed	-$2.7M	–	547
2023 Q2	$2.7M	Buy	+21,800	New	+$2.64M	0.31%	97
2023 Q1	–	Sell	-3,508	Closed	-$509K	–	528
2022 Q4	$509K	Sell	3,508 -4,799	-58%	-$789K	0.05%	199
2022 Q3	$1.45M	Sell	8,307 -9,106	-52%	-$1.61M	0.15%	92
2022 Q2	$2.83M	Buy	+17,413	New	+$2.93M	0.28%	77
2021 Q4	–	Sell	-1,838	Closed	-$274K	–	544
2021 Q3	$274K	Buy	+1,838	New	+$255K	0.04%	333
2020 Q4	–	Sell	-2,890	Closed	-$266K	–	426
2020 Q3	$266K	Buy	+2,890	New	+$295K	0.07%	227

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