Blalock Williams’s M&T Bank MTB Stock Holding History

Blalock Williams’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	-2,114	Closed	-$378K	–	134
2025 Q1	$378K	Buy	2,114 +109	+5%	+$20.7K	0.42%	69
2024 Q4	$377K	Buy	+2,005	New	+$399K	0.44%	62

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

Blalock Williams's MTB Position: Q2 2025 in Review

Blalock Williams sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 2,114 shares — an estimated $378K sold.

Blalock Williams first reported a position in MTB in Q4 2024 and held it in 2 quarters. The position peaked at $378K in Q1 2025. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Blalock Williams reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Blalock Williams sold 2,114 M&T Bank shares in Q2 2025, an estimated $378K.
Blalock Williams first reported a position in M&T Bank in Q4 2024 and held it in 2 quarters.
Blalock Williams's M&T Bank position peaked at $378K in Q1 2025.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Blalock Williams's 13F filing for Q2 2025, filed 6 Nov 2025.