StoneX Group’s M&T Bank MTB Stock Holding History

StoneX 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
2026 Q1	$550K	Sell	2,663 -286	-10%	-$61.6K	0.03%	395
2025 Q4	$594K	Sell	2,949 -201	-6%	-$38.4K	0.03%	483
2025 Q3	$622K	Sell	3,150 -528	-14%	-$104K	0.03%	474
2025 Q2	$713K	Sell	3,678 -414	-10%	-$73K	0.03%	415
2025 Q1	$731K	Buy	4,092 +889	+28%	+$169K	0.04%	362
2024 Q4	$602K	Sell	3,203 -9	-0.3%	-$1.79K	0.03%	423
2024 Q3	$572K	Buy	3,212 +714	+29%	+$118K	0.26%	104
2024 Q2	$378K	Buy	2,498 +154	+7%	+$22.5K	0.18%	161
2024 Q1	$341K	Buy	2,344 +455	+24%	+$63K	0.18%	159
2023 Q4	$259K	Sell	1,889 -22	-1%	-$2.76K	0.14%	222
2023 Q3	$242K	Sell	1,911 -48	-2%	-$6.26K	0.13%	236
2023 Q2	$242K	Sell	1,959 -94	-5%	-$11.4K	0.14%	242
2023 Q1	$246K	Buy	+2,053	New	+$298K	0.15%	224

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