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Premier Path Wealth Partners’s M&T Bank MTB Stock Holding History

Premier Path Wealth 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
2026
Q1 		$413K Buy
1,996
+138
+7% +$29.7K 0.05% 300
2025
Q4 		$374K Sell
1,858
-49
-3% -$9.36K 0.05% 287
2025
Q3 		$377K Sell
1,907
-16
-0.8% -$3.14K 0.05% 300
2025
Q2 		$373K Buy
1,923
+14
+0.7% +$2.47K 0.05% 287
2025
Q1 		$341K Buy
1,909
+52
+3% +$9.86K 0.05% 286
2024
Q4 		$349K Buy
1,857
+31
+2% +$6.16K 0.05% 275
2024
Q3 		$325K Buy
1,826
+80
+5% +$13.3K 0.05% 289
2024
Q2 		$264K Buy
1,746
+46
+3% +$6.72K 0.05% 314
2024
Q1 		$247K Buy
1,700
+110
+7% +$15.2K 0.05% 300
2023
Q4 		$209K Buy
+1,590
New +$200K 0.05% 321

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