Rothschild Investment LLC’s M&T Bank MTB Stock Holding History

Rothschild Investment LLC’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	$18.1K	Buy	88 +10	+13%	+$2.15K	﹤0.01%	1460
2025 Q4	$15.7K	Buy	78 +9	+13%	+$1.72K	﹤0.01%	1406
2025 Q3	$13.6K	Hold	69	–	–	﹤0.01%	1345
2025 Q2	$13.4K	Sell	69 -25	-27%	-$4.41K	﹤0.01%	1134
2025 Q1	$16.8K	Buy	94 +15	+19%	+$2.85K	﹤0.01%	1044
2024 Q4	$14.9K	Buy	79 +8	+11%	+$1.59K	﹤0.01%	1075
2024 Q3	$12.6K	Buy	71 +9	+15%	+$1.49K	﹤0.01%	1105
2024 Q2	$9.38K	Buy	62 +23	+59%	+$3.36K	﹤0.01%	1111
2024 Q1	$5.67K	Buy	39 +3	+8%	+$416	﹤0.01%	1125
2023 Q4	$4.93K	Buy	+36	New	+$4.52K	﹤0.01%	1084

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