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

AllSquare 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	$9.09K	Hold	46	–	–	﹤0.01%	391
2025 Q2	$8.92K	Hold	46	–	–	0.01%	392
2025 Q1	$8.22K	Hold	46	–	–	﹤0.01%	396
2024 Q4	$8.65K	Hold	46	–	–	0.01%	392
2024 Q3	$8.19K	Hold	46	–	–	﹤0.01%	399
2024 Q2	$6.96K	Hold	46	–	–	﹤0.01%	403
2024 Q1	$6.69K	Hold	46	–	–	﹤0.01%	407
2023 Q4	$6.31K	Hold	46	–	–	﹤0.01%	405
2023 Q3	$5.82K	Hold	46	–	–	﹤0.01%	408
2023 Q2	$5.76K	Hold	46	–	–	﹤0.01%	421
2023 Q1	$5.5K	Hold	46	–	–	﹤0.01%	425
2022 Q4	$6.67K	Hold	46	–	–	﹤0.01%	397
2022 Q3	$8K	Hold	46	–	–	0.01%	381
2022 Q2	$7K	Buy	+46	New	+$7.73K	﹤0.01%	402

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

AllSquare Wealth Management's MTB Position: Q3 2025 in Review

AllSquare Wealth Management held its M&T Bank (MTB) position steady in Q3 2025 at 46 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

AllSquare Wealth Management first reported a position in MTB in Q2 2022 and has held it in 14 quarters since. 1,053 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

AllSquare Wealth Management held 46 shares of M&T Bank worth $9.09K as of Q3 2025.
AllSquare Wealth Management left its M&T Bank share count unchanged in Q3 2025.
M&T Bank made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #391 holding.
AllSquare Wealth Management first reported a position in M&T Bank in Q2 2022 and has held it in 14 quarters since.
1,053 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.