Siemens Fonds Invest’s M&T Bank MTB Stock Holding History

Siemens Fonds Invest’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	$979K	Sell	4,735 -8	-0.2%	-$1.72K	0.06%	243
2025 Q4	$965K	Buy	4,743 +2,501	+112%	+$478K	0.05%	244
2025 Q3	$443K	Sell	2,242 -69	-3%	-$13.5K	0.02%	332
2025 Q2	$448K	Buy	2,311 +399	+21%	+$70.4K	0.03%	324
2025 Q1	$342K	Buy	1,912 +122	+7%	+$23.1K	0.02%	337
2024 Q4	$338K	Hold	1,790	–	–	0.02%	357
2024 Q3	$319K	Hold	1,790	–	–	0.03%	349
2024 Q2	$271K	Hold	1,790	–	–	0.02%	369
2024 Q1	$260K	Sell	1,790 -102	-5%	-$14.1K	0.02%	386
2023 Q4	$259K	Buy	+1,892	New	+$238K	0.02%	374
2023 Q1	–	Sell	-1,491	Closed	-$216K	–	381
2022 Q4	$216K	Sell	1,491 -330	-18%	-$54.3K	0.02%	349
2022 Q3	$321K	Hold	1,821	–	–	0.04%	303
2022 Q2	$290K	Buy	1,821 +468	+35%	+$78.6K	0.03%	332
2022 Q1	$229K	Hold	1,353	–	–	0.02%	394
2021 Q4	$207K	Sell	1,353 -374	-22%	-$57.4K	0.01%	421
2021 Q3	$258K	Buy	+1,727	New	+$239K	0.02%	363

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