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

TritonPoint 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
2026
Q1 		$499K Sell
2,415
-21
-0.9% -$4.52K 0.05% 175
2025
Q4 		$491K Sell
2,436
-71
-3% -$13.6K 0.05% 177
2025
Q3 		$496K Buy
2,507
+8
+0.3% +$1.57K 0.04% 223
2025
Q2 		$485K Sell
2,499
-574
-19% -$101K 0.04% 218
2025
Q1 		$549K Buy
3,073
+92
+3% +$17.4K 0.05% 205
2024
Q4 		$561K Buy
2,981
+5
+0.2% +$994 0.05% 197
2024
Q3 		$522K Sell
2,976
-417
-12% -$69.1K 0.05% 205
2024
Q2 		$514K Sell
3,393
-440
-11% -$64.3K 0.05% 199
2024
Q1 		$510K Buy
3,833
+87
+2% +$12.1K 0.05% 203
2023
Q4 		$513K Buy
+3,746
New +$471K 0.05% 213

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