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Raymond James Financial Services Advisors’s M&T Bank MTB Stock Holding History

Raymond James Financial Services Advisors’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
2022
Q3 		– Sell
-37,800
Closed -$27K – 3359
2022
Q2 		$27K Buy
+37,800
New +$6.35M ﹤0.01% 3141

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Raymond James Financial Services Advisors's MTB Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its M&T Bank (MTB) stake by 24% in Q3 2024, selling an estimated $2.04M and leaving 39,875 shares worth $7.1M. The position accounts for 0.01% of the portfolio, ranked #1039.

Raymond James Financial Services Advisors first reported a position in MTB in Q4 2015 and has held it in 36 quarters since. The position peaked at $10.3M in Q3 2022. 943 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • Raymond James Financial Services Advisors held 39,875 shares of M&T Bank worth $7.1M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 12,308 M&T Bank shares in Q3 2024, an estimated $2.04M.
  • M&T Bank made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1039 holding.
  • Raymond James Financial Services Advisors first reported a position in M&T Bank in Q4 2015 and has held it in 36 quarters since.
  • Raymond James Financial Services Advisors's M&T Bank position peaked at $10.3M in Q3 2022.
  • 943 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.