MQS Management’s M&T Bank MTB Stock Holding History

MQS Management’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
2024 Q4	–	Sell	-1,409	Closed	-$251K	–	248
2024 Q3	$251K	Buy	+1,409	New	+$234K	0.14%	308
2024 Q1	–	Sell	-1,721	Closed	-$236K	–	607
2023 Q4	$236K	Buy	+1,721	New	+$216K	0.13%	335

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

MQS Management's MTB Position: Q4 2024 in Review

MQS Management sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 1,409 shares — an estimated $251K sold.

MQS Management first reported a position in MTB in Q4 2023 and held it in 2 quarters. The position peaked at $251K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

MQS Management reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
MQS Management sold 1,409 M&T Bank shares in Q4 2024, an estimated $251K.
MQS Management first reported a position in M&T Bank in Q4 2023 and held it in 2 quarters.
MQS Management's M&T Bank position peaked at $251K in Q3 2024.
1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on MQS Management's 13F filing for Q4 2024, filed 7 Feb 2025.