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

Aventura 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
2025
Q4 		– Sell
-36
Closed -$7.11K – 888
2025
Q3 		$7.11K Hold
36
– – ﹤0.01% 541
2025
Q2 		$6.98K Hold
36
– – ﹤0.01% 513
2025
Q1 		$6.43K Buy
+36
New +$6.83K ﹤0.01% 504

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 $3.37T AUM 44.26% 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

Aventura Private Wealth's MTB Position: Q4 2025 in Review

Aventura Private Wealth sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 36 shares — an estimated $7.11K sold.

Aventura Private Wealth first reported a position in MTB in Q1 2025 and held it in 3 quarters. The position peaked at $7.11K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Aventura Private Wealth reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 36 M&T Bank shares in Q4 2025, an estimated $7.11K.
  • Aventura Private Wealth first reported a position in M&T Bank in Q1 2025 and held it in 3 quarters.
  • Aventura Private Wealth's M&T Bank position peaked at $7.11K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.