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Sunbelt Securities’s M&T Bank MTB Stock Holding History

Sunbelt Securities’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 		$324K Sell
1,570
-50
-3% -$10.8K 0.02% 513
2025
Q4 		$326K Buy
1,620
+1
+0.1% +$191 0.02% 512
2025
Q3 		$320K Buy
1,619
+188
+13% +$36.9K 0.02% 511
2025
Q2 		$269K Sell
1,431
-160
-10% -$28.2K 0.02% 510
2025
Q1 		$284K Buy
1,591
+160
+11% +$30.3K 0.03% 467
2024
Q4 		$270K Sell
1,431
-112
-7% -$22.3K 0.02% 511
2024
Q3 		$275K Hold
1,543
– – 0.03% 508
2024
Q2 		$234K Hold
1,543
– – 0.02% 516
2024
Q1 		$224K Buy
1,543
+1,302
+540% +$180K 0.03% 506
2023
Q4 		$33K Sell
241
-99
-29% -$12.4K ﹤0.01% 900
2023
Q3 		$43.1K Buy
340
+100
+42% +$13K 0.01% 843
2023
Q2 		$29.7K Buy
240
+12
+5% +$1.45K ﹤0.01% 914
2023
Q1 		$27.3K Buy
+228
New +$33.1K ﹤0.01% 880

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