VIA
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Virtus Investment Advisers’s M&T Bank MTB Stock Holding History

Virtus Investment Advisers’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
Q4 		– Sell
-9,440
Closed -$1.87M – 519
2025
Q3 		$1.87M Buy
9,440
+1,161
+14% +$228K 0.53% 70
2025
Q2 		$1.61M Buy
8,279
+1,169
+16% +$206K 0.54% 46
2025
Q1 		$1.27M Buy
+7,110
New +$1.35M 0.35% 86
2018
Q1 		– Sell
-7,105
Closed -$1.22M – 299
2017
Q4 		$1.22M Sell
7,105
-425
-6% -$70.5K 0.13% 190
2017
Q3 		$1.21M Sell
7,530
-711
-9% -$112K 0.13% 196
2017
Q2 		$1.33M Sell
8,241
-1,658
-17% -$262K 0.13% 194
2017
Q1 		$1.53M Sell
9,899
-3,378
-25% -$547K 0.14% 193
2016
Q4 		$2.08M Buy
13,277
+11,989
+931% +$1.62M 0.16% 178
2016
Q3 		$150K Buy
+1,288
New +$150K 0.01% 463

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return