SCA
MTB icon

Stonebridge Capital Advisors’s M&T Bank MTB Stock Holding History

Stonebridge Capital Advisors’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
Q4 		– Sell
-10
Closed -$1.26K – 596
2023
Q3 		$1.26K Sell
10
-198
-95% -$25.8K ﹤0.01% 844
2023
Q2 		$25.7K Buy
208
+198
+1,980% +$24K ﹤0.01% 467
2023
Q1 		$1.2K Hold
10
– – ﹤0.01% 843
2022
Q4 		$1.45K Hold
10
– – ﹤0.01% 834
2022
Q3 		$2K Buy
+10
New +$1.77K ﹤0.01% 812
2020
Q1 		– Sell
-3
Closed -$1K – 825
2019
Q4 		$1K Hold
3
– – ﹤0.01% 802
2019
Q3 		$0 Hold
3
– – ﹤0.01% 918
2019
Q2 		$1K Buy
+3
New +$497 ﹤0.01% 850

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stonebridge Capital Advisors's MTB Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of M&T Bank (MTB) in Q4 2023, closing a stake of 10 shares — an estimated $1.26K sold.

Stonebridge Capital Advisors first reported a position in MTB in Q2 2019 and held it in 8 quarters. The position peaked at $25.7K in Q2 2023. 890 funds tracked by Wall St. Rank hold MTB as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining M&T Bank position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 10 M&T Bank shares in Q4 2023, an estimated $1.26K.
  • Stonebridge Capital Advisors first reported a position in M&T Bank in Q2 2019 and held it in 8 quarters.
  • Stonebridge Capital Advisors's M&T Bank position peaked at $25.7K in Q2 2023.
  • 890 funds tracked by Wall St. Rank held M&T Bank as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.