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

Piershale 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
2023
Q2 		$2.85K Hold
23
– – ﹤0.01% 204
2023
Q1 		$2.75K Hold
23
– – ﹤0.01% 220
2022
Q4 		$3.34K Buy
+23
New +$3.78K ﹤0.01% 214

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Piershale Financial Group's MTB Position: Q2 2023 in Review

Piershale Financial Group held its M&T Bank (MTB) position steady in Q2 2023 at 23 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

Piershale Financial Group first reported a position in MTB in Q4 2022 and has held it in 3 quarters since. The position peaked at $3.34K in Q4 2022. 830 funds tracked by Wall St. Rank hold MTB as of Q2 2023.

  • Piershale Financial Group held 23 shares of M&T Bank worth $2.85K as of Q2 2023.
  • Piershale Financial Group left its M&T Bank share count unchanged in Q2 2023.
  • M&T Bank made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #204 holding.
  • Piershale Financial Group first reported a position in M&T Bank in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's M&T Bank position peaked at $3.34K in Q4 2022.
  • 830 funds tracked by Wall St. Rank held M&T Bank as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.