PFS Investments’s M&T Bank MTB Stock Holding History

PFS Investments’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
2023 Q2	$38.9M	Buy	314,323 +226,391	+257%	+$27.4M	0.64%	45
2023 Q1	$10.3M	Buy	+87,932	New	+$12.8M	0.18%	125

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PFS Investments's MTB Position: Q2 2023 in Review

PFS Investments increased its M&T Bank (MTB) stake by 257% in Q2 2023, buying an estimated $27.4M and bringing the position to 314,323 shares worth $38.9M. The position accounts for 0.64% of the portfolio, ranked #45.

PFS Investments first reported a position in MTB in Q1 2023 and has held it in 2 quarters since. 829 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

PFS Investments held 314,323 shares of M&T Bank worth $38.9M as of Q2 2023.
PFS Investments bought 226,391 M&T Bank shares in Q2 2023, an estimated $27.4M.
M&T Bank made up 0.64% of PFS Investments's portfolio in Q2 2023, its #45 holding.
PFS Investments first reported a position in M&T Bank in Q1 2023 and has held it in 2 quarters since.
829 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.