MONECO Advisors’s M&T Bank MTB Stock Holding History

MONECO Advisors’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	$430K	Buy	2,082 +9	+0.4%	+$1.94K	0.03%	333
2025 Q4	$418K	Sell	2,073 -17	-0.8%	-$3.25K	0.03%	331
2025 Q3	$413K	Buy	2,090 +23	+1%	+$4.51K	0.03%	338
2025 Q2	$401K	Sell	2,067 -8	-0.4%	-$1.41K	0.04%	335
2025 Q1	$371K	Sell	2,075 -1	-0%	-$190	0.04%	328
2024 Q4	$390K	Sell	2,076 -438	-17%	-$87.1K	0.04%	324
2024 Q3	$448K	Sell	2,514 -15	-0.6%	-$2.49K	0.06%	277
2024 Q2	$383K	Sell	2,529 -270	-10%	-$39.4K	0.06%	273
2024 Q1	$407K	Sell	2,799 -810	-22%	-$112K	0.06%	266
2023 Q4	$495K	Buy	3,609 +507	+16%	+$63.7K	0.09%	218
2023 Q3	$392K	Buy	3,102 +165	+6%	+$21.5K	0.11%	214
2023 Q2	$363K	Buy	2,937 +73	+3%	+$8.83K	0.1%	221
2023 Q1	$342K	Buy	2,864 +247	+9%	+$35.9K	0.1%	221
2022 Q4	$380K	Buy	2,617 +857	+49%	+$141K	0.14%	163
2022 Q3	$310K	Sell	1,760 -7	-0.4%	-$1.24K	0.12%	178
2022 Q2	$282K	Buy	+1,767	New	+$297K	0.11%	185

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