Wipfli Financial Advisors’s M&T Bank MTB Stock Holding History

Wipfli Financial 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
2022 Q3	$218K	Buy	+1,234	New	+$218K	0.02%	417

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's MTB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in M&T Bank (MTB) in Q3 2022: 1,234 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #417 among its holdings.

922 funds tracked by Wall St. Rank hold MTB as of Q3 2022.

Wipfli Financial Advisors held 1,234 shares of M&T Bank worth $218K as of Q3 2022.
M&T Bank was a new Wipfli Financial Advisors position in Q3 2022.
M&T Bank made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #417 holding.
922 funds tracked by Wall St. Rank held M&T Bank as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.