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Shepherd Financial Partners’s M&T Bank MTB Stock Holding History

Shepherd Financial Partners’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
2024
Q2 		– Sell
-3,701
Closed -$538K – 219
2024
Q1 		$538K Buy
3,701
+20
+0.5% +$2.77K 0.07% 143
2023
Q4 		$505K Buy
3,681
+20
+0.5% +$2.51K 0.07% 138
2023
Q3 		$463K Buy
3,661
+194
+6% +$25.3K 0.07% 136
2023
Q2 		$429K Buy
+3,467
New +$419K 0.07% 138
2020
Q1 		– Sell
-1,516
Closed -$257K – 128
2019
Q4 		$257K Buy
1,516
+1
+0.1% +$162 0.06% 117
2019
Q3 		$239K Buy
+1,515
New +$238K 0.06% 118
2018
Q2 		– Sell
-1,477
Closed -$272K – 135
2018
Q1 		$272K Hold
1,477
– – 0.07% 100
2017
Q4 		$253K Hold
1,477
– – 0.06% 101
2017
Q3 		$238K Buy
+1,477
New +$232K 0.06% 104

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shepherd Financial Partners's MTB Position: Q2 2024 in Review

Shepherd Financial Partners sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 3,701 shares — an estimated $538K sold.

Shepherd Financial Partners first reported a position in MTB in Q3 2017 and held it in 9 quarters. The position peaked at $538K in Q1 2024. 921 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

  • Shepherd Financial Partners reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,701 M&T Bank shares in Q2 2024, an estimated $538K.
  • Shepherd Financial Partners first reported a position in M&T Bank in Q3 2017 and held it in 9 quarters.
  • Shepherd Financial Partners's M&T Bank position peaked at $538K in Q1 2024.
  • 921 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

Based on Shepherd Financial Partners's 13F filing for Q2 2024, filed 8 Aug 2024.