BFSG LLC’s M&T Bank MTB Stock Holding History

BFSG LLC’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	-16	Closed	-$2.86K	–	691
2025 Q1	$2.86K	Buy	+16	New	+$3.04K	﹤0.01%	584

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFSG LLC's MTB Position: Q2 2025 in Review

BFSG LLC sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 16 shares — an estimated $2.86K sold.

BFSG LLC first reported a position in MTB in Q1 2025 and held it in 1 quarter. The position peaked at $2.86K in Q1 2025. 1,022 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

BFSG LLC reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
BFSG LLC sold 16 M&T Bank shares in Q2 2025, an estimated $2.86K.
BFSG LLC first reported a position in M&T Bank in Q1 2025 and held it in 1 quarter.
BFSG LLC's M&T Bank position peaked at $2.86K in Q1 2025.
1,022 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on BFSG LLC's 13F filing for Q2 2025, filed 15 Jul 2025.