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Strait & Sound Wealth Management’s M&T Bank MTB Stock Holding History

Strait & Sound Wealth 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 		$225K Sell
1,090
-200
-16% -$43K 0.09% 148
2025
Q4 		$260K Hold
1,290
– – 0.1% 126
2025
Q3 		$255K Hold
1,290
– – 0.1% 131
2025
Q2 		$250K Sell
1,290
-30
-2% -$5.29K 0.11% 128
2025
Q1 		$236K Sell
1,320
-615
-32% -$117K 0.11% 132
2024
Q4 		$364K Hold
1,935
– – 0.17% 98
2024
Q3 		$345K Sell
1,935
-1,015
-34% -$168K 0.17% 96
2024
Q2 		$447K Sell
2,950
-145
-5% -$21.2K 0.23% 74
2024
Q1 		$418K Hold
3,095
– – 0.23% 70
2023
Q4 		$405K Sell
3,095
-40
-1% -$5.03K 0.25% 73
2023
Q3 		$396K Buy
+3,135
New +$409K 0.34% 68

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return