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180 Wealth Advisors’s M&T Bank MTB Stock Holding History

180 Wealth 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
2025
Q4 		– Sell
-3,531
Closed -$698K – 487
2025
Q3 		$698K Buy
+3,531
New +$693K 0.09% 217
2025
Q1 		– Sell
-1,262
Closed -$237K – 432
2024
Q4 		$237K Buy
+1,262
New +$251K 0.04% 358

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 $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

180 Wealth Advisors's MTB Position: Q4 2025 in Review

180 Wealth Advisors sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 3,531 shares — an estimated $698K sold.

180 Wealth Advisors first reported a position in MTB in Q4 2024 and held it in 2 quarters. The position peaked at $698K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • 180 Wealth Advisors reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • 180 Wealth Advisors sold 3,531 M&T Bank shares in Q4 2025, an estimated $698K.
  • 180 Wealth Advisors first reported a position in M&T Bank in Q4 2024 and held it in 2 quarters.
  • 180 Wealth Advisors's M&T Bank position peaked at $698K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on 180 Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.