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Sullivan, Bruyette, Speros & Blaney’s M&T Bank MTB Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$193K Buy
1,272
+10
+0.8% +$1.47K 0.01% 312
2020
Q4 		$161K Buy
+1,262
New +$144K 0.01% 316

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's MTB Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its M&T Bank (MTB) stake by 0.79% in Q1 2021, buying an estimated $1.47K and bringing the position to 1,272 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #312.

Sullivan, Bruyette, Speros & Blaney first reported a position in MTB in Q4 2020 and has held it in 2 quarters since. 659 funds tracked by Wall St. Rank hold MTB as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 1,272 shares of M&T Bank worth $193K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 10 M&T Bank shares in Q1 2021, an estimated $1.47K.
  • M&T Bank made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #312 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in M&T Bank in Q4 2020 and has held it in 2 quarters since.
  • 659 funds tracked by Wall St. Rank held M&T Bank as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.