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Abich Financial Wealth Management’s M&T Bank MTB Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$306K Buy
+1,547
New +$304K 0.11% 79
2024
Q3 		$2.49K Sell
14
-993
-99% -$165K 0.01% 326
2024
Q2 		$152K Buy
1,007
+217
+27% +$31.7K 0.1% 67
2024
Q1 		$115K Buy
790
+263
+50% +$36.4K 0.09% 73
2023
Q4 		$72.2K Buy
+527
New +$66.2K 0.07% 70

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.02T AUM 30.18% 1-Year Est. Return

Abich Financial Wealth Management's MTB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in M&T Bank (MTB) in Q3 2025: 1,547 shares worth $306K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in MTB as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in MTB in Q4 2023 and has held it in 5 quarters since. 1,054 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • Abich Financial Wealth Management held 1,547 shares of M&T Bank worth $306K as of Q3 2025.
  • M&T Bank was a new Abich Financial Wealth Management position in Q3 2025.
  • M&T Bank made up 0.11% of Abich Financial Wealth Management's portfolio in Q3 2025, its #79 holding.
  • Abich Financial Wealth Management first reported a position in M&T Bank in Q4 2023 and has held it in 5 quarters since.
  • 1,054 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.