Ashton Thomas Private Wealth’s M&T Bank MTB Stock Holding History

Ashton Thomas Private Wealth’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
2026 Q1	$938K	Sell	4,537 -1,108	-20%	-$238K	0.02%	551
2025 Q4	$1.14M	Buy	5,645 +232	+4%	+$44.3K	0.03%	457
2025 Q3	$1.07M	Buy	5,413 +71	+1%	+$13.9K	0.03%	452
2025 Q2	$1.04M	Buy	5,342 +142	+3%	+$25.1K	0.04%	410
2025 Q1	$930K	Buy	5,200 +338	+7%	+$64.1K	0.04%	400
2024 Q4	$914K	Buy	4,862 +3,226	+197%	+$641K	0.04%	403
2024 Q3	$291K	Hold	1,636	–	–	0.02%	519
2024 Q2	$248K	Hold	1,636	–	–	0.01%	524
2024 Q1	$238K	Buy	+1,636	New	+$227K	0.01%	538

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Ashton Thomas Private Wealth's MTB Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its M&T Bank (MTB) stake by 20% in Q1 2026, selling an estimated $238K and leaving 4,537 shares worth $938K. The position accounts for 0.02% of the portfolio, ranked #551.

Ashton Thomas Private Wealth first reported a position in MTB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Ashton Thomas Private Wealth held 4,537 shares of M&T Bank worth $938K as of Q1 2026.
Ashton Thomas Private Wealth sold 1,108 M&T Bank shares in Q1 2026, an estimated $238K.
M&T Bank made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #551 holding.
Ashton Thomas Private Wealth first reported a position in M&T Bank in Q1 2024 and has held it in 9 quarters since.
Ashton Thomas Private Wealth's M&T Bank position peaked at $1.14M in Q4 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.