Surevest’s M&T Bank MTB Stock Holding History

Surevest’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
2022 Q3	$226K	Hold	1,279	–	–	0.06%	135
2022 Q2	$204K	Buy	+1,279	New	+$215K	0.05%	134

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's MTB Position: Q3 2022 in Review

Surevest held its M&T Bank (MTB) position steady in Q3 2022 at 1,279 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #135.

Surevest first reported a position in MTB in Q2 2022 and has held it in 2 quarters since. 922 funds tracked by Wall St. Rank hold MTB as of Q3 2022.

Surevest held 1,279 shares of M&T Bank worth $226K as of Q3 2022.
Surevest left its M&T Bank share count unchanged in Q3 2022.
M&T Bank made up 0.06% of Surevest's portfolio in Q3 2022, its #135 holding.
Surevest first reported a position in M&T Bank in Q2 2022 and has held it in 2 quarters since.
922 funds tracked by Wall St. Rank held M&T Bank as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.