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Summit Securities Group’s M&T Bank MTB Stock Holding History

Summit Securities 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 		$64.9K Buy
314
+81
+35% +$17.4K 0.03% 344
2025
Q4 		$46.9K Sell
233
-36
-13% -$6.88K 0.01% 628
2025
Q3 		$53.2K Buy
269
+160
+147% +$31.4K 0.02% 551
2025
Q2 		$21.1K Buy
+109
New +$19.2K 0.01% 714
2023
Q3 		– Sell
-217
Closed -$27K – 889
2023
Q2 		$27K Sell
217
-115
-35% -$13.9K 0.01% 557
2023
Q1 		$40K Buy
332
+157
+90% +$22.8K 0.01% 473
2022
Q4 		$25K Buy
+175
New +$28.8K 0.01% 858
2022
Q3 		– Sell
-775
Closed -$124K – 1112
2022
Q2 		$124K Buy
775
+722
+1,362% +$121K 0.04% 378
2022
Q1 		$9K Buy
+53
New +$9.35K ﹤0.01% 862
2013
Q4 		– Sell
-1,000
Closed -$112K – 576
2013
Q3 		$112K Buy
1,000
+900
+900% +$104K 0.04% 153
2013
Q2 		$11K Buy
+100
New +$10.3K 0.01% 305

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