Resonant Capital Advisors’s M&T Bank MTB Stock Holding History

Resonant Capital 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
2026 Q1	$507K	Buy	2,452 +79	+3%	+$17K	0.03%	267
2025 Q4	$478K	Buy	2,373 +55	+2%	+$10.5K	0.03%	252
2025 Q3	$458K	Buy	2,318 +47	+2%	+$9.22K	0.03%	258
2025 Q2	$441K	Buy	2,271 +82	+4%	+$14.5K	0.03%	257
2025 Q1	$391K	Buy	2,189 +40	+2%	+$7.59K	0.03%	244
2024 Q4	$404K	Buy	2,149 +39	+2%	+$7.75K	0.03%	229
2024 Q3	$376K	Buy	2,110 +469	+29%	+$77.8K	0.03%	240
2024 Q2	$248K	Buy	1,641 +251	+18%	+$36.7K	0.02%	304
2024 Q1	$202K	Buy	+1,390	New	+$193K	0.02%	329
2022 Q4	–	Sell	-2,470	Closed	-$436K	–	264
2022 Q3	$436K	Buy	2,470 +102	+4%	+$18.1K	0.07%	158
2022 Q2	$377K	Sell	2,368 -40	-2%	-$6.72K	0.06%	170
2022 Q1	$397K	Buy	2,408 +36	+2%	+$6.35K	0.06%	160
2021 Q4	$364K	Buy	2,372 +303	+15%	+$46.5K	0.05%	158
2021 Q3	$309K	Buy	2,069 +330	+19%	+$45.7K	0.05%	160
2021 Q2	$253K	Hold	1,739	–	–	0.05%	161
2021 Q1	$264K	Buy	1,739 +152	+10%	+$22.4K	0.05%	158
2020 Q4	$202K	Buy	+1,587	New	+$181K	0.05%	169

Other funds holding MTB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return