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Oppenheimer & Co’s M&T Bank MTB Stock Holding History

Oppenheimer & Co’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 		– Sell
-1,208
Closed -$243K – 1754
2025
Q4 		$243K Sell
1,208
-50
-4% -$9.55K ﹤0.01% 1356
2025
Q3 		$249K Buy
1,258
+5
+0.4% +$981 ﹤0.01% 1459
2025
Q2 		$243K Buy
+1,253
New +$221K ﹤0.01% 1428
2015
Q2 		– Sell
-5,190
Closed -$659K – 1520
2015
Q1 		$659K Buy
+5,190
New +$628K 0.02% 766
2014
Q1 		– Sell
-2,703
Closed -$314K – 1446
2013
Q4 		$314K Buy
2,703
+268
+11% +$30.5K 0.01% 993
2013
Q3 		$272K Sell
2,435
-6,358
-72% -$736K 0.01% 1016
2013
Q2 		$983K Buy
+8,793
New +$906K 0.04% 523

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