Bard Financial Services’s M&T Bank MTB Stock Holding History

Bard Financial Services’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 Q3	$1.45M	Hold	7,360	–	–	0.16%	101
2025 Q2	$1.43M	Sell	7,360 -1,145	-13%	-$202K	0.17%	100
2025 Q1	$1.52M	Sell	8,505 -75	-0.9%	-$14.2K	0.19%	95
2024 Q4	$1.61M	Hold	8,580	–	–	0.19%	94
2024 Q3	$1.53M	Sell	8,580 -6,335	-42%	-$1.05M	0.18%	95
2024 Q2	$2.26M	Buy	14,915 +55	+0.4%	+$8.04K	0.23%	83
2024 Q1	$2.16M	Sell	14,860 -375	-2%	-$52K	0.23%	88
2023 Q4	$2.09M	Hold	15,235	–	–	0.23%	88
2023 Q3	$1.93M	Buy	15,235 +800	+6%	+$104K	0.24%	83
2023 Q2	$1.79M	Buy	14,435 +3,025	+27%	+$366K	0.14%	127
2023 Q1	$1.36M	Buy	11,410 +470	+4%	+$68.2K	0.11%	141
2022 Q4	$1.59M	Sell	10,940 -1,590	-13%	-$261K	0.13%	128
2022 Q3	$2.21M	Buy	12,530 +50	+0.4%	+$8.85K	0.21%	103
2022 Q2	$1.99M	Buy	+12,480	New	+$2.1M	0.18%	109

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bard Financial Services's MTB Position: Q3 2025 in Review

Bard Financial Services held its M&T Bank (MTB) position steady in Q3 2025 at 7,360 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #101.

Bard Financial Services first reported a position in MTB in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q2 2024. 1,056 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

Bard Financial Services held 7,360 shares of M&T Bank worth $1.45M as of Q3 2025.
Bard Financial Services left its M&T Bank share count unchanged in Q3 2025.
M&T Bank made up 0.16% of Bard Financial Services's portfolio in Q3 2025, its #101 holding.
Bard Financial Services first reported a position in M&T Bank in Q2 2022 and has held it in 14 quarters since.
Bard Financial Services's M&T Bank position peaked at $2.26M in Q2 2024.
1,056 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.