Sterling Capital Management’s M&T Bank MTB Stock Holding History

Sterling Capital 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	$1.06M	Sell	5,115 -3,998	-44%	-$861K	0.02%	481
2025 Q4	$1.84M	Sell	9,113 -567	-6%	-$108K	0.03%	426
2025 Q3	$1.91M	Sell	9,680 -1,323	-12%	-$260K	0.03%	410
2025 Q2	$2.13M	Buy	11,003 +1,729	+19%	+$305K	0.03%	372
2025 Q1	$1.66M	Sell	9,274 -16,736	-64%	-$3.17M	0.03%	423
2024 Q4	$4.89M	Sell	26,010 -39,110	-60%	-$7.77M	0.07%	224
2024 Q3	$11.6M	Buy	+65,120	New	+$10.8M	0.15%	98
2019 Q3	$547K	Buy	3,464 +2,064	+147%	+$325K	0.01%	743
2019 Q2	$238K	Sell	1,400 -49,280	-97%	-$8.17M	﹤0.01%	813
2019 Q1	$7.96M	Buy	50,680 +31,630	+166%	+$5.19M	0.08%	196
2018 Q4	$2.73M	Sell	19,050 -36,450	-66%	-$5.83M	0.03%	317
2018 Q3	$9.13M	Buy	+55,500	New	+$9.63M	0.08%	201
2017 Q3	–	Sell	-16,570	Closed	-$2.68M	–	955
2017 Q2	$2.68M	Buy	+16,570	New	+$2.61M	0.03%	330
2016 Q1	–	Sell	-4,060	Closed	-$492K	–	962
2015 Q4	$492K	Buy	+4,060	New	+$495K	﹤0.01%	759

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