SVB Wealth’s M&T Bank MTB Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-809	Closed	-$145K	–	1183
2025 Q1	$145K	Buy	+809	New	+$153K	0.01%	353
2024 Q2	–	Sell	-2,093	Closed	-$304K	–	798
2024 Q1	$304K	Sell	2,093 -145	-6%	-$20.1K	0.01%	627
2023 Q4	$307K	Buy	+2,238	New	+$281K	0.01%	623
2023 Q2	–	Sell	-1,853	Closed	-$222K	–	976
2023 Q1	$222K	Sell	1,853 -406	-18%	-$58.9K	﹤0.01%	845
2022 Q4	$328K	Sell	2,259 -851	-27%	-$140K	﹤0.01%	712
2022 Q3	$548K	Buy	+3,110	New	+$550K	0.01%	506
2017 Q4	–	Sell	-2,685	Closed	-$432K	–	491
2017 Q3	$432K	Buy	2,685 +4	+0.1%	+$629	0.02%	365
2017 Q2	$434K	Buy	2,681 +67	+3%	+$10.6K	0.02%	372
2017 Q1	$404K	Sell	2,614 -30	-1%	-$4.86K	0.02%	380
2016 Q4	$414K	Sell	2,644 -660	-20%	-$89.3K	0.02%	374
2016 Q3	$384K	Buy	+3,304	New	+$384K	0.02%	377

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

Fidelity Investments

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

Wellington Management Group

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return