Sonora Investment Management’s M&T Bank MTB Stock Holding History

Sonora Investment 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
2021 Q3	$149K	Hold	1,000	–	–	0.02%	240
2021 Q2	$145K	Sell	1,000 -5	-0.5%	-$781	0.02%	232
2021 Q1	$152K	Buy	+1,005	New	+$148K	0.01%	332
2020 Q4	–	Sell	-125	Closed	-$12K	–	1745
2020 Q3	$12K	Hold	125	–	–	﹤0.01%	1097
2020 Q2	$13K	Hold	125	–	–	﹤0.01%	947
2020 Q1	$13K	Hold	125	–	–	﹤0.01%	919
2019 Q4	$21K	Hold	125	–	–	﹤0.01%	849
2019 Q3	$20K	Hold	125	–	–	﹤0.01%	870
2019 Q2	$21K	Hold	125	–	–	﹤0.01%	850
2019 Q1	$20K	Hold	125	–	–	﹤0.01%	790
2018 Q4	$18K	Hold	125	–	–	﹤0.01%	679
2018 Q3	$21K	Hold	125	–	–	﹤0.01%	625
2018 Q2	$21K	Buy	+125	New	+$22.4K	﹤0.01%	585
2015 Q4	–	Sell	-20	Closed	-$2K	–	1020
2015 Q3	$2K	Buy	+20	New	+$2.5K	﹤0.01%	995

Other funds holding MTB

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Sonora Investment Management's MTB Position: Q3 2021 in Review

Sonora Investment Management held its M&T Bank (MTB) position steady in Q3 2021 at 1,000 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #240.

Sonora Investment Management first reported a position in MTB in Q3 2015 and has held it in 14 quarters since. The position peaked at $152K in Q1 2021. 646 funds tracked by Wall St. Rank hold MTB as of Q3 2021.

Sonora Investment Management held 1,000 shares of M&T Bank worth $149K as of Q3 2021.
Sonora Investment Management left its M&T Bank share count unchanged in Q3 2021.
M&T Bank made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #240 holding.
Sonora Investment Management first reported a position in M&T Bank in Q3 2015 and has held it in 14 quarters since.
Sonora Investment Management's M&T Bank position peaked at $152K in Q1 2021.
646 funds tracked by Wall St. Rank held M&T Bank as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.