Valley Wealth Managers’s M&T Bank MTB Stock Holding History

Valley Wealth Managers’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	$2.89K	Hold	14	–	–	﹤0.01%	290
2025 Q4	$2.82K	Hold	14	–	–	﹤0.01%	323
2025 Q3	$2.77K	Hold	14	–	–	﹤0.01%	280
2025 Q2	$2.72K	Buy	+14	New	+$2.47K	﹤0.01%	270
2023 Q3	–	Sell	-125	Closed	-$15.5K	–	389
2023 Q2	$15.5K	Hold	125	–	–	﹤0.01%	258
2023 Q1	$14.9K	Hold	125	–	–	﹤0.01%	268
2022 Q4	$18.1K	Hold	125	–	–	﹤0.01%	274
2022 Q3	$22K	Hold	125	–	–	﹤0.01%	283
2022 Q2	$20K	Buy	+125	New	+$21K	﹤0.01%	295
2020 Q4	–	Sell	-84,768	Closed	-$7.81M	–	164
2020 Q3	$7.81M	Sell	84,768 -20,879	-20%	-$2.13M	0.86%	46
2020 Q2	$11M	Buy	105,647 +4,066	+4%	+$429K	1.23%	39
2020 Q1	$10.5M	Buy	+101,581	New	+$14.9M	1.36%	33
2017 Q2	–	Sell	-36	Closed	-$6K	–	159
2017 Q1	$6K	Hold	36	–	–	﹤0.01%	184
2016 Q4	$6K	Hold	36	–	–	﹤0.01%	189
2016 Q3	$4K	Hold	36	–	–	﹤0.01%	188
2016 Q2	$4K	Buy	+36	New	+$4.18K	﹤0.01%	193

Other funds holding MTB

Fidelity Investments

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 $653B AUM 32.41% 1-Year Est. Return