Pathstone Holdings
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Pathstone Holdings’s M&T Bank MTB Stock Holding History

Pathstone Holdings’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 		$6.43M Sell
31,107
-429
-1% -$92.3K 0.03% 482
2025
Q4 		$6.35M Sell
31,536
-393
-1% -$75.1K 0.02% 474
2025
Q3 		$6.31M Sell
31,929
-113
-0.4% -$22.2K 0.02% 490
2025
Q2 		$6.22M Buy
32,042
+366
+1% +$64.6K 0.02% 473
2025
Q1 		$5.67M Buy
31,676
+2,787
+10% +$529K 0.02% 519
2024
Q4 		$5.43M Buy
28,889
+264
+0.9% +$52.5K 0.02% 516
2024
Q3 		$5.1M Buy
28,625
+185
+0.7% +$30.7K 0.02% 539
2024
Q2 		$4.3M Sell
28,440
-759
-3% -$111K 0.02% 583
2024
Q1 		$4.25M Buy
29,199
+1,396
+5% +$193K 0.02% 564
2023
Q4 		$3.81M Buy
+27,803
New +$3.49M 0.02% 509

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