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Steward Partners Investment Solutions’s M&T Bank MTB Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$590K Buy
4,057
+65
+2% +$9.01K 0.1% 137
2023
Q4 		$547K Buy
+3,992
New +$502K 0.23% 84

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Solutions's MTB Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its M&T Bank (MTB) stake by 1.6% in Q1 2024, buying an estimated $9.01K and bringing the position to 4,057 shares worth $590K. The position accounts for 0.1% of the portfolio, ranked #137.

Steward Partners Investment Solutions first reported a position in MTB in Q4 2023 and has held it in 2 quarters since. 893 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Steward Partners Investment Solutions held 4,057 shares of M&T Bank worth $590K as of Q1 2024.
  • Steward Partners Investment Solutions bought 65 M&T Bank shares in Q1 2024, an estimated $9.01K.
  • M&T Bank made up 0.1% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #137 holding.
  • Steward Partners Investment Solutions first reported a position in M&T Bank in Q4 2023 and has held it in 2 quarters since.
  • 893 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.