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NEOS Investment Management’s M&T Bank MTB Stock Holding History

NEOS Investment 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
2026
Q1 		$4.5M Buy
21,789
+5,860
+37% +$1.26M 0.02% 353
2025
Q4 		$3.21M Buy
15,929
+2,471
+18% +$472K 0.02% 398
2025
Q3 		$2.66M Buy
13,458
+4,340
+48% +$852K 0.02% 396
2025
Q2 		$1.77M Buy
9,118
+1,789
+24% +$316K 0.02% 394
2025
Q1 		$1.31M Buy
7,329
+1,254
+21% +$238K 0.02% 399
2024
Q4 		$1.14M Buy
6,075
+1,238
+26% +$246K 0.03% 383
2024
Q3 		$862K Buy
4,837
+812
+20% +$135K 0.03% 406
2024
Q2 		$609K Buy
4,025
+996
+33% +$146K 0.03% 415
2024
Q1 		$441K Buy
3,029
+899
+42% +$125K 0.03% 413
2023
Q4 		$292K Buy
+2,130
New +$268K 0.03% 396

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