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WestEnd Advisors’s M&T Bank MTB Stock Holding History

WestEnd 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 		$1.03K Hold
5
– – ﹤0.01% 234
2025
Q4 		$1.01K Buy
5
+2
+67% +$382 ﹤0.01% 234
2025
Q3 		$593 Hold
3
– – ﹤0.01% 289
2025
Q2 		$582 Sell
3
-2
-40% -$353 ﹤0.01% 260
2025
Q1 		$894 Buy
5
+3
+150% +$569 ﹤0.01% 220
2024
Q4 		$376 Buy
2
+1
+100% +$199 ﹤0.01% 205
2024
Q3 		$178 Hold
1
– – ﹤0.01% 301
2024
Q2 		$151 Hold
1
– – ﹤0.01% 289
2024
Q1 		$145 Buy
+1
New +$139 ﹤0.01% 278
2022
Q2 		– Hold
0
– -$169K – 351
2022
Q1 		– Sell
-2
Closed -$353 – 248
2021
Q4 		$307 Buy
+2
New +$307 ﹤0.01% 210
2021
Q3 		– Hold
0
– – – 192
2021
Q2 		– Hold
0
– – – 286

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