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

Mutual 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	$663K	Sell	3,207 -906	-22%	-$195K	0.01%	759
2025 Q4	$829K	Sell	4,113 -26	-0.6%	-$4.97K	0.02%	655
2025 Q3	$750K	Sell	4,139 -279	-6%	-$54.7K	0.02%	681
2025 Q2	$856K	Sell	4,418 -132	-3%	-$23.3K	0.02%	572
2025 Q1	$762K	Buy	4,550 +488	+12%	+$92.6K	0.02%	551
2024 Q4	$797K	Sell	4,062 -84	-2%	-$16.7K	0.02%	556
2024 Q3	$806K	Sell	4,146 -32	-0.8%	-$5.31K	0.02%	554
2024 Q2	$719K	Sell	4,178 -320	-7%	-$46.8K	0.02%	589
2024 Q1	$654K	Buy	4,498 +2,155	+92%	+$299K	0.02%	607
2023 Q4	$321K	Sell	2,343 -7	-0.3%	-$880	0.01%	802
2023 Q3	$297K	Sell	2,350 -46	-2%	-$6K	0.01%	779
2023 Q2	$296K	Buy	+2,396	New	+$290K	0.01%	809
2022 Q4	–	Sell	-1,272	Closed	-$224K	–	949
2022 Q3	$224K	Buy	+1,272	New	+$225K	0.01%	798

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