Steward Financial Group’s M&T Bank MTB Stock Holding History

Steward Financial Group’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
2023 Q3	$3K	Buy	+29	New	+$3.78K	﹤0.01%	858
2023 Q2	–	Sell	-18	Closed	-$2K	–	791
2023 Q1	$2K	Hold	18	–	–	﹤0.01%	506
2022 Q4	$2K	Buy	+18	New	+$2.96K	﹤0.01%	338
2022 Q3	–	Sell	-16	Closed	-$2K	–	857
2022 Q2	$2K	Buy	+16	New	+$2.69K	﹤0.01%	585

Other funds holding MTB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Financial Group's MTB Position: Q3 2023 in Review

Steward Financial Group opened a new position in M&T Bank (MTB) in Q3 2023: 29 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MTB as recently as Q1 2023.

Steward Financial Group first reported a position in MTB in Q2 2022 and has held it in 4 quarters since. 804 funds tracked by Wall St. Rank hold MTB as of Q3 2023.

Steward Financial Group held 29 shares of M&T Bank worth $3K as of Q3 2023.
M&T Bank was a new Steward Financial Group position in Q3 2023.
M&T Bank made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #858 holding.
Steward Financial Group first reported a position in M&T Bank in Q2 2022 and has held it in 4 quarters since.
804 funds tracked by Wall St. Rank held M&T Bank as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.