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Avestar Capital’s M&T Bank MTB Stock Holding History

Avestar Capital’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
Q2 		– Sell
-1,206
Closed -$216K – 513
2025
Q1 		$216K Sell
1,206
-247
-17% -$46.8K 0.02% 441
2024
Q4 		$273K Buy
1,453
+39
+3% +$7.75K 0.02% 403
2024
Q3 		$252K Buy
1,414
+77
+6% +$12.8K 0.03% 396
2024
Q2 		$202K Sell
1,337
-1,004
-43% -$147K 0.02% 425
2024
Q1 		$343K Buy
2,341
+708
+43% +$98.1K 0.04% 314
2023
Q4 		$224K Sell
1,633
-827
-34% -$104K 0.03% 342
2023
Q3 		$311K Sell
2,460
-173
-7% -$22.6K 0.04% 242
2023
Q2 		$326K Sell
2,633
-33
-1% -$3.99K 0.05% 217
2023
Q1 		$319K Buy
2,666
+92
+4% +$13.4K 0.06% 219
2022
Q4 		$373K Buy
2,574
+91
+4% +$15K 0.07% 174
2022
Q3 		$438K Sell
2,483
-595
-19% -$105K 0.11% 141
2022
Q2 		$491K Buy
3,078
+478
+18% +$80.3K 0.12% 123
2022
Q1 		$441K Buy
+2,600
New +$458K 0.07% 245
2019
Q3 		– Sell
-58
Closed -$9K – 591
2019
Q2 		$9K Hold
58
– – 0.01% 516
2019
Q1 		$8K Hold
58
– – 0.01% 507
2018
Q4 		$7K Buy
58
+28
+93% +$4.48K ﹤0.01% 489
2018
Q3 		$4K Sell
30
-7
-19% -$1.21K ﹤0.01% 574
2018
Q2 		$5K Buy
37
+3
+9% +$538 ﹤0.01% 574
2018
Q1 		$5K Buy
34
+7
+26% +$1.3K ﹤0.01% 539
2017
Q4 		$4K Buy
+27
New +$4.48K ﹤0.01% 581

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Avestar Capital's MTB Position: Q2 2025 in Review

Avestar Capital sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 1,206 shares — an estimated $216K sold.

Avestar Capital first reported a position in MTB in Q4 2017 and held it in 20 quarters. The position peaked at $491K in Q2 2022. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

  • Avestar Capital reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
  • Avestar Capital sold 1,206 M&T Bank shares in Q2 2025, an estimated $216K.
  • Avestar Capital first reported a position in M&T Bank in Q4 2017 and held it in 20 quarters.
  • Avestar Capital's M&T Bank position peaked at $491K in Q2 2022.
  • 1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Avestar Capital's 13F filing for Q2 2025, filed 13 Aug 2025.