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Wilbanks Smith & Thomas Asset Management’s M&T Bank MTB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2024
Q1 		$398K Sell
2,738
-56
-2% -$7.76K 0.01% 375
2023
Q4 		$383K Sell
2,794
-106
-4% -$13.3K 0.01% 381
2023
Q3 		$367K Buy
+2,900
New +$378K 0.01% 366

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MTB Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its M&T Bank (MTB) stake by 2% in Q1 2024, selling an estimated $7.76K and leaving 2,738 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #375.

Wilbanks Smith & Thomas Asset Management first reported a position in MTB in Q3 2023 and has held it in 3 quarters since. 895 funds tracked by Wall St. Rank hold MTB as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 2,738 shares of M&T Bank worth $398K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 56 M&T Bank shares in Q1 2024, an estimated $7.76K.
  • M&T Bank made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #375 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in M&T Bank in Q3 2023 and has held it in 3 quarters since.
  • 895 funds tracked by Wall St. Rank held M&T Bank as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.