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Baron Wealth Management’s M&T Bank MTB Stock Holding History

Baron Wealth 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
2024
Q4 		– Sell
-1,674
Closed -$298K – 212
2024
Q3 		$298K Sell
1,674
-172
-9% -$28.5K 0.14% 124
2024
Q2 		$279K Buy
1,846
+22
+1% +$3.21K 0.14% 125
2024
Q1 		$265K Buy
+1,824
New +$253K 0.14% 134
2023
Q1 		– Sell
-1,650
Closed -$239K – 144
2022
Q4 		$239K Buy
+1,650
New +$271K 0.18% 103

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Baron Wealth Management's MTB Position: Q4 2024 in Review

Baron Wealth Management sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 1,674 shares — an estimated $298K sold.

Baron Wealth Management first reported a position in MTB in Q4 2022 and held it in 4 quarters. The position peaked at $298K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Baron Wealth Management reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Baron Wealth Management sold 1,674 M&T Bank shares in Q4 2024, an estimated $298K.
  • Baron Wealth Management first reported a position in M&T Bank in Q4 2022 and held it in 4 quarters.
  • Baron Wealth Management's M&T Bank position peaked at $298K in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Baron Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.