Sherman Porfolios’s M&T Bank MTB Stock Holding History

Sherman Porfolios’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 Q4	$750K	Buy	+3,991	New	+$793K	0.33%	37

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Sherman Porfolios's MTB Position: Q4 2024 in Review

Sherman Porfolios opened a new position in M&T Bank (MTB) in Q4 2024: 3,991 shares worth $750K. The stake represents 0.33% of the portfolio and ranks #37 among its holdings.

1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

Sherman Porfolios held 3,991 shares of M&T Bank worth $750K as of Q4 2024.
M&T Bank was a new Sherman Porfolios position in Q4 2024.
M&T Bank made up 0.33% of Sherman Porfolios's portfolio in Q4 2024, its #37 holding.
1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Sherman Porfolios's 13F filing for Q4 2024, filed 22 Dec 2025.