Washington Trust Advisors’s M&T Bank MTB Stock Holding History

Washington Trust Advisors’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	$396K	Buy	1,914 +5	+0.3%	+$1.08K	0.03%	168
2025 Q4	$385K	Buy	1,909 +5	+0.3%	+$955	0.03%	167
2025 Q3	$376K	Buy	1,904 +666	+54%	+$131K	0.03%	167
2025 Q2	$240K	Hold	1,238	–	–	0.02%	188
2025 Q1	$221K	Sell	1,238 -50	-4%	-$9.48K	0.02%	188
2024 Q4	$242K	Sell	1,288 -99	-7%	-$19.7K	0.02%	182
2024 Q3	$247K	Sell	1,387 -11	-0.8%	-$1.82K	0.02%	184
2024 Q2	$212K	Hold	1,398	–	–	0.02%	190
2024 Q1	$203K	Buy	1,398 +160	+13%	+$22.2K	0.02%	195
2023 Q4	$170K	Hold	1,238	–	–	0.02%	207
2023 Q3	$157K	Hold	1,238	–	–	0.02%	206
2023 Q2	$153K	Sell	1,238 -195	-14%	-$23.6K	0.01%	196
2023 Q1	$171K	Sell	1,433 -6	-0.4%	-$871	0.02%	189
2022 Q4	$209K	Hold	1,439	–	–	0.02%	180
2022 Q3	$253K	Buy	1,439 +41	+3%	+$7.25K	0.02%	179
2022 Q2	$223K	Buy	1,398 +1,238	+774%	+$208K	0.02%	193
2022 Q1	$27K	Hold	160	–	–	﹤0.01%	549
2021 Q4	$25K	Buy	+160	New	+$24.6K	﹤0.01%	597

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