SAM
MTB icon

Smartleaf Asset Management’s M&T Bank MTB Stock Holding History

Smartleaf Asset Management’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 		$804K Buy
3,995
+46
+1% +$9.9K 0.03% 445
2025
Q4 		$804K Buy
3,949
+264
+7% +$50.4K 0.03% 416
2025
Q3 		$731K Buy
3,685
+746
+25% +$146K 0.05% 397
2025
Q2 		$570K Sell
2,939
-452
-13% -$79.8K 0.05% 351
2025
Q1 		$595K Sell
3,391
-125
-4% -$23.7K 0.06% 318
2024
Q4 		$663K Buy
3,516
+360
+11% +$71.6K 0.07% 283
2024
Q3 		$554K Buy
3,156
+547
+21% +$90.7K 0.07% 286
2024
Q2 		$385K Buy
2,609
+308
+13% +$45K 0.06% 280
2024
Q1 		$333K Buy
2,301
+343
+18% +$47.5K 0.06% 266
2023
Q4 		$271K Buy
+1,958
New +$246K 0.07% 270

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return