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

Principal 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
2026 Q1	$36.3M	Sell	175,584 -6,566	-4%	-$1.41M	0.02%	595
2025 Q4	$36.7M	Buy	182,150 +6,659	+4%	+$1.27M	0.02%	579
2025 Q3	$34.7M	Sell	175,491 -7,161	-4%	-$1.41M	0.02%	602
2025 Q2	$35.4M	Sell	182,652 -12,014	-6%	-$2.12M	0.02%	573
2025 Q1	$34.8M	Sell	194,666 -543	-0.3%	-$103K	0.02%	550
2024 Q4	$36.7M	Sell	195,209 -3,902	-2%	-$776K	0.02%	564
2024 Q3	$35.5M	Buy	199,111 +2,797	+1%	+$464K	0.02%	583
2024 Q2	$29.7M	Sell	196,314 -2,945	-1%	-$430K	0.02%	651
2024 Q1	$29M	Buy	199,259 +2,901	+1%	+$402K	0.02%	697
2023 Q4	$26.9M	Buy	196,358 +2,887	+1%	+$363K	0.02%	698
2023 Q3	$24.5M	Sell	193,471 -374	-0.2%	-$48.8K	0.02%	706
2023 Q2	$24M	Sell	193,845 -15,904	-8%	-$1.92M	0.02%	738
2023 Q1	$25.1M	Sell	209,749 -1,153	-0.5%	-$167K	0.02%	716
2022 Q4	$30.6M	Sell	210,902 -14,073	-6%	-$2.31M	0.02%	583
2022 Q3	$39.7M	Sell	224,975 -15,247	-6%	-$2.7M	0.03%	456
2022 Q2	$38.3M	Buy	240,222 +81,276	+51%	+$13.7M	0.03%	504
2022 Q1	$26.9M	Buy	158,946 +2,606	+2%	+$460K	0.02%	723
2021 Q4	$24M	Sell	156,340 -6,523	-4%	-$1M	0.01%	820
2021 Q3	$24.3M	Buy	162,863 +141	+0.1%	+$19.5K	0.02%	794
2021 Q2	$23.6M	Sell	162,722 -285,848	-64%	-$44.7M	0.02%	841
2021 Q1	$68M	Sell	448,570 -395,912	-47%	-$58.4M	0.05%	331
2020 Q4	$108M	Sell	844,482 -5,975	-0.7%	-$680K	0.08%	237
2020 Q3	$78.3M	Sell	850,457 -70,736	-8%	-$7.23M	0.07%	278
2020 Q2	$95.8M	Sell	921,193 -5,901	-0.6%	-$623K	0.08%	249
2020 Q1	$95.9M	Sell	927,094 -986	-0.1%	-$145K	0.11%	210
2019 Q4	$158M	Sell	928,080 -27,047	-3%	-$4.39M	0.13%	196
2019 Q3	$151M	Buy	955,127 +9,685	+1%	+$1.52M	0.13%	197
2019 Q2	$161M	Sell	945,442 -9,915	-1%	-$1.64M	0.14%	179
2019 Q1	$150M	Sell	955,357 -7,353	-0.8%	-$1.21M	0.14%	175
2018 Q4	$138M	Sell	962,710 -46,953	-5%	-$7.51M	0.15%	171
2018 Q3	$166M	Sell	1,009,663 -20,901	-2%	-$3.63M	0.15%	168
2018 Q2	$175M	Sell	1,030,564 -131,089	-11%	-$23.5M	0.16%	148
2018 Q1	$214M	Sell	1,161,653 -357,223	-24%	-$66.6M	0.2%	115
2017 Q4	$260M	Sell	1,518,876 -12,280	-0.8%	-$2.04M	0.24%	103
2017 Q3	$247M	Sell	1,531,156 -19,532	-1%	-$3.07M	0.24%	99
2017 Q2	$251M	Buy	1,550,688 +11,407	+0.7%	+$1.8M	0.25%	96
2017 Q1	$238M	Sell	1,539,281 -8,222	-0.5%	-$1.33M	0.29%	85
2016 Q4	$242M	Sell	1,547,503 -35,040	-2%	-$4.74M	0.31%	75
2016 Q3	$184M	Buy	1,582,543 +16,210	+1%	+$1.88M	0.24%	105
2016 Q2	$185M	Sell	1,566,333 -20,702	-1%	-$2.4M	0.26%	99
2016 Q1	$176M	Sell	1,587,035 -11,153	-0.7%	-$1.21M	0.26%	103
2015 Q4	$194M	Buy	1,598,188 +49,240	+3%	+$6M	0.29%	87
2015 Q3	$189M	Buy	1,548,948 +69,756	+5%	+$8.72M	0.3%	86
2015 Q2	$185M	Buy	1,479,192 +69,645	+5%	+$8.58M	0.28%	96
2015 Q1	$179M	Buy	1,409,547 +43,476	+3%	+$5.26M	0.27%	103
2014 Q4	$172M	Buy	1,366,071 +103,969	+8%	+$12.8M	0.27%	99
2014 Q3	$156M	Buy	1,262,102 +19,441	+2%	+$2.39M	0.26%	101
2014 Q2	$154M	Sell	1,242,661 -7,317	-0.6%	-$892K	0.26%	97
2014 Q1	$152M	Buy	1,249,978 +26,221	+2%	+$3.03M	0.27%	86
2013 Q4	$142M	Sell	1,223,757 -67,598	-5%	-$7.68M	0.27%	91
2013 Q3	$145M	Buy	1,291,355 +46,351	+4%	+$5.36M	0.3%	75
2013 Q2	$139M	Buy	+1,245,004	New	+$128M	0.31%	70