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Badgley Phelps Wealth Managers’s M&T Bank MTB Stock Holding History

Badgley Phelps Wealth Managers’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
-1,100
Closed -$207K – 304
2024
Q4 		$207K Buy
+1,100
New +$219K ﹤0.01% 283

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

Badgley Phelps Wealth Managers's MTB Position: Q1 2025 in Review

Badgley Phelps Wealth Managers sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 1,100 shares — an estimated $207K sold.

Badgley Phelps Wealth Managers first reported a position in MTB in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Badgley Phelps Wealth Managers reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 1,100 M&T Bank shares in Q1 2025, an estimated $207K.
  • Badgley Phelps Wealth Managers first reported a position in M&T Bank in Q4 2024 and held it in 1 quarter.
  • Badgley Phelps Wealth Managers's M&T Bank position peaked at $207K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2025, filed 30 Apr 2025.