AFM
MTB icon

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

Aspetuck Financial 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
Q1 		– Sell
-200
Closed -$37.6K – 137
2024
Q4 		$37.6K Buy
+200
New +$39.8K 0.03% 114

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Aspetuck Financial Management's MTB Position: Q1 2025 in Review

Aspetuck Financial Management sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 200 shares — an estimated $37.6K sold.

Aspetuck Financial Management first reported a position in MTB in Q4 2024 and held it in 1 quarter. The position peaked at $37.6K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Aspetuck Financial Management reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 200 M&T Bank shares in Q1 2025, an estimated $37.6K.
  • Aspetuck Financial Management first reported a position in M&T Bank in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's M&T Bank position peaked at $37.6K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.