MA
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Montag & Associates’s M&T Bank MTB Stock Holding History

Montag & Associates’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 		$550K Hold
2,663
– – 0.03% 297
2025
Q4 		$537K Hold
2,663
– – 0.02% 292
2025
Q3 		$526K Hold
2,663
– – 0.02% 303
2025
Q2 		$517K Hold
2,663
– – 0.03% 303
2025
Q1 		$476K Hold
2,663
– – 0.02% 316
2024
Q4 		$501K Sell
2,663
-155
-6% -$30.8K 0.02% 320
2024
Q3 		$502K Sell
2,818
-246
-8% -$40.8K 0.02% 320
2024
Q2 		$464K Hold
3,064
– – 0.02% 316
2024
Q1 		$446K Sell
3,064
-300
-9% -$41.6K 0.02% 330
2023
Q4 		$461K Buy
3,364
+374
+13% +$47K 0.03% 309
2023
Q3 		$378K Hold
2,990
– – 0.02% 315
2023
Q2 		$370K Buy
+2,990
New +$362K 0.02% 326

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return