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Bleakley Financial Group’s M&T Bank MTB Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-3,535
Closed -$665K – 812
2024
Q4 		$665K Buy
3,535
+134
+4% +$26.6K 0.02% 536
2024
Q3 		$606K Buy
3,401
+305
+10% +$50.6K 0.02% 541
2024
Q2 		$469K Buy
3,096
+116
+4% +$16.9K 0.01% 632
2024
Q1 		$433K Buy
2,980
+348
+13% +$48.2K 0.01% 658
2023
Q4 		$361K Buy
2,632
+7
+0.3% +$880 0.01% 680
2023
Q3 		$332K Sell
2,625
-238
-8% -$31K 0.01% 657
2023
Q2 		$354K Buy
2,863
+601
+27% +$72.7K 0.01% 677
2023
Q1 		$270K Sell
2,262
-650
-22% -$94.4K 0.01% 736
2022
Q4 		$422K Buy
+2,912
New +$479K 0.02% 592

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bleakley Financial Group's MTB Position: Q1 2025 in Review

Bleakley Financial Group sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 3,535 shares — an estimated $665K sold.

Bleakley Financial Group first reported a position in MTB in Q4 2022 and held it in 9 quarters. The position peaked at $665K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Bleakley Financial Group reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,535 M&T Bank shares in Q1 2025, an estimated $665K.
  • Bleakley Financial Group first reported a position in M&T Bank in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's M&T Bank position peaked at $665K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.