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Next Financial Group’s M&T Bank MTB Stock Holding History

Next Financial Group’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
2021
Q4 		$81K Buy
531
+25
+5% +$3.84K 0.01% 1272
2021
Q3 		$76K Buy
506
+120
+31% +$16.6K 0.01% 1239
2021
Q2 		$56K Sell
386
-981
-72% -$153K ﹤0.01% 1346
2021
Q1 		$207K Buy
1,367
+50
+4% +$7.37K 0.02% 764
2020
Q4 		$168K Sell
1,317
-1
-0.1% -$114 0.02% 778
2020
Q3 		$121K Buy
+1,318
New +$135K 0.01% 781
2020
Q2 		– Sell
-1,220
Closed -$126K – 1401
2020
Q1 		$126K Buy
1,220
+26
+2% +$3.83K 0.02% 686
2019
Q4 		$203K Buy
1,194
+3
+0.3% +$487 0.02% 696
2019
Q3 		$188K Sell
1,191
-1,411
-54% -$222K 0.02% 698
2019
Q2 		$442K Buy
2,602
+148
+6% +$24.5K 0.05% 373
2019
Q1 		$385K Buy
2,454
+1,443
+143% +$237K 0.1% 173
2018
Q4 		$145K Buy
1,011
+11
+1% +$1.76K 0.03% 477
2018
Q3 		$165K Buy
+1,000
New +$173K 0.08% 245
2017
Q4 		– Sell
-1,737
Closed -$283K – 972
2017
Q3 		$283K Sell
1,737
-52
-3% -$8.17K 0.08% 248
2017
Q2 		$290K Sell
1,789
-78
-4% -$12.3K 0.07% 269
2017
Q1 		$290K Sell
1,867
-2,275
-55% -$368K 0.08% 242
2016
Q4 		$648K Buy
4,142
+500
+14% +$67.7K 0.11% 203
2016
Q3 		$423K Buy
3,642
+2,546
+232% +$296K 0.08% 274
2016
Q2 		$129K Buy
1,096
+293
+36% +$34K 0.04% 394
2016
Q1 		$89K Hold
803
– – 0.03% 456
2015
Q4 		$97K Sell
803
-2
-0.2% -$244 0.04% 431
2015
Q3 		$98K Buy
805
+60
+8% +$7.5K 0.04% 427
2015
Q2 		$93K Buy
745
+246
+49% +$30.3K 0.03% 486
2015
Q1 		$63K Sell
499
-233
-32% -$28.2K 0.02% 603
2014
Q4 		$92K Sell
732
-2,144
-75% -$263K 0.03% 483
2014
Q3 		$355K Buy
2,876
+2,693
+1,472% +$331K 0.07% 312
2014
Q2 		$22K Buy
+183
New +$22.3K 0.01% 571

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's MTB Position: Q4 2021 in Review

Next Financial Group increased its M&T Bank (MTB) stake by 4.9% in Q4 2021, buying an estimated $3.84K and bringing the position to 531 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #1272.

Next Financial Group first reported a position in MTB in Q2 2014 and has held it in 27 quarters since. The position peaked at $648K in Q4 2016. 704 funds tracked by Wall St. Rank hold MTB as of Q4 2021.

  • Next Financial Group held 531 shares of M&T Bank worth $81K as of Q4 2021.
  • Next Financial Group bought 25 M&T Bank shares in Q4 2021, an estimated $3.84K.
  • M&T Bank made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1272 holding.
  • Next Financial Group first reported a position in M&T Bank in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's M&T Bank position peaked at $648K in Q4 2016.
  • 704 funds tracked by Wall St. Rank held M&T Bank as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.