NMM
MTB icon

Naples Money Management’s M&T Bank MTB Stock Holding History

Naples Money 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
Q3 		$2.81M Buy
15,785
+900
+6% +$149K 2.37% 12
2024
Q2 		$2.23M Sell
14,885
-400
-3% -$58.4K 1.9% 19
2024
Q1 		$2.22M Sell
15,285
-1,200
-7% -$166K 2.22% 18
2023
Q4 		$2.26M Buy
+16,485
New +$2.07M 2.11% 20

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Naples Money Management's MTB Position: Q3 2024 in Review

Naples Money Management increased its M&T Bank (MTB) stake by 6% in Q3 2024, buying an estimated $149K and bringing the position to 15,785 shares worth $2.81M. The position accounts for 2.37% of the portfolio, ranked #12.

Naples Money Management first reported a position in MTB in Q4 2023 and has held it in 4 quarters since. 943 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • Naples Money Management held 15,785 shares of M&T Bank worth $2.81M as of Q3 2024.
  • Naples Money Management bought 900 M&T Bank shares in Q3 2024, an estimated $149K.
  • M&T Bank made up 2.37% of Naples Money Management's portfolio in Q3 2024, its #12 holding.
  • Naples Money Management first reported a position in M&T Bank in Q4 2023 and has held it in 4 quarters since.
  • 943 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.