Safeguard Financial’s M&T Bank MTB Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-3	Closed	-$1K	–	375
2023 Q2	$1K	Buy	+3	New	+$363	﹤0.01%	556

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Safeguard Financial's MTB Position: Q3 2023 in Review

Safeguard Financial sold out of M&T Bank (MTB) in Q3 2023, closing a stake of 3 shares — an estimated $1K sold.

Safeguard Financial first reported a position in MTB in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 804 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

Safeguard Financial reported no remaining M&T Bank position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 3 M&T Bank shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in M&T Bank in Q2 2023 and held it in 1 quarter.
Safeguard Financial's M&T Bank position peaked at $1K in Q2 2023.
804 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.