Beacon Capital Management LLC (Tennessee)’s M&T Bank MTB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-14	Closed	-$2.72K	–	687
2025 Q2	$2.72K	Hold	14	–	–	﹤0.01%	850
2025 Q1	$2.5K	Hold	14	–	–	﹤0.01%	889
2024 Q4	$2.63K	Hold	14	–	–	﹤0.01%	835
2024 Q3	$2.49K	Buy	+14	New	+$2.32K	﹤0.01%	949
2024 Q2	–	Sell	-22	Closed	-$3.2K	–	1084
2024 Q1	$3.2K	Buy	+22	New	+$3.05K	﹤0.01%	792
2023 Q2	–	Sell	-6	Closed	-$717	–	1044
2023 Q1	$717	Hold	6	–	–	﹤0.01%	866
2022 Q4	$870	Hold	6	–	–	﹤0.01%	900
2022 Q3	$1K	Buy	+6	New	+$1.06K	﹤0.01%	822

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 $3.38T AUM 44.17% 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

Beacon Capital Management LLC (Tennessee)'s MTB Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 14 shares — an estimated $2.72K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MTB in Q3 2022 and held it in 8 quarters. The position peaked at $3.2K in Q1 2024. 1,056 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 14 M&T Bank shares in Q3 2025, an estimated $2.72K.
Beacon Capital Management LLC (Tennessee) first reported a position in M&T Bank in Q3 2022 and held it in 8 quarters.
Beacon Capital Management LLC (Tennessee)'s M&T Bank position peaked at $3.2K in Q1 2024.
1,056 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.