QWM
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Quadcap Wealth Management’s M&T Bank MTB Stock Holding History

Quadcap Wealth Management’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 		$651K Buy
3,149
+33
+1% +$7.1K 0.07% 225
2025
Q4 		$628K Sell
3,116
-42
-1% -$8.02K 0.07% 226
2025
Q3 		$624K Buy
3,158
+91
+3% +$17.9K 0.07% 227
2025
Q2 		$595K Buy
3,067
+98
+3% +$17.3K 0.08% 226
2025
Q1 		$531K Buy
2,969
+380
+15% +$72.1K 0.08% 226
2024
Q4 		$487K Sell
2,589
-89
-3% -$17.7K 0.07% 244
2024
Q3 		$477K Buy
2,678
+4
+0.1% +$663 0.07% 252
2024
Q2 		$405K Sell
2,674
-85
-3% -$12.4K 0.07% 272
2024
Q1 		$401K Sell
2,759
-377
-12% -$52.2K 0.09% 236
2023
Q4 		$430K Buy
+3,136
New +$394K 0.11% 221

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