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Paloma Partners’s M&T Bank MTB Stock Holding History

Paloma Partners’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 		– Sell
-1,700
Closed -$257K – 1495
2024
Q2 		$257K Buy
+1,700
New +$248K 0.01% 946
2024
Q1 		– Sell
-8,100
Closed -$1.11M – 968
2023
Q4 		$1.11M Buy
8,100
+1,600
+25% +$201K 0.04% 395
2023
Q3 		$822K Buy
+6,500
New +$848K 0.03% 401
2023
Q2 		– Sell
-8,500
Closed -$1.02M – 885
2023
Q1 		$1.02M Buy
8,500
+1,600
+23% +$232K 0.04% 367
2022
Q4 		$1M Buy
+6,900
New +$1.13M 0.05% 359
2022
Q3 		– Sell
-2,400
Closed -$383K – 1227
2022
Q2 		$383K Sell
2,400
-500
-17% -$84K 0.01% 705
2022
Q1 		$492K Buy
+2,900
New +$511K 0.01% 771
2021
Q2 		– Sell
-1,400
Closed -$212K – 2093
2021
Q1 		$212K Buy
+1,400
New +$206K ﹤0.01% 1742
2019
Q1 		– Sell
-3,700
Closed -$530K – 1842
2018
Q4 		$530K Sell
3,700
-18,700
-83% -$2.99M 0.02% 653
2018
Q3 		$3.69M Buy
22,400
+18,900
+540% +$3.28M 0.07% 250
2018
Q2 		$596K Sell
3,500
-15,700
-82% -$2.81M 0.01% 944
2018
Q1 		$3.54M Buy
19,200
+13,900
+262% +$2.59M 0.06% 310
2017
Q4 		$906K Sell
5,300
-7,500
-59% -$1.24M 0.01% 1081
2017
Q3 		$2.06M Buy
+12,800
New +$2.01M 0.03% 723
2014
Q4 		– Sell
-2,000
Closed -$247K – 1292
2014
Q3 		$247K Buy
+2,000
New +$246K 0.01% 782

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
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

Paloma Partners's MTB Position: Q3 2024 in Review

Paloma Partners sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 2,198 shares — an estimated $333K sold.

Paloma Partners first reported a position in MTB in Q2 2013 and held it in 33 quarters. The position peaked at $5.39M in Q3 2020. 941 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • Paloma Partners reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 2,198 M&T Bank shares in Q3 2024, an estimated $333K.
  • Paloma Partners first reported a position in M&T Bank in Q2 2013 and held it in 33 quarters.
  • Paloma Partners's M&T Bank position peaked at $5.39M in Q3 2020.
  • 941 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.