Carolinas Wealth Consulting’s M&T Bank MTB Stock Holding History

Carolinas Wealth Consulting’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	-15	Closed	-$2.68K	–	602
2025 Q1	$2.68K	Sell	15 -37	-71%	-$7.02K	﹤0.01%	739
2024 Q4	$9.78K	Hold	52	–	–	﹤0.01%	550
2024 Q3	$9.26K	Hold	52	–	–	﹤0.01%	570
2024 Q2	$7.87K	Hold	52	–	–	﹤0.01%	594
2024 Q1	$7.58K	Buy	52 +38	+271%	+$5.26K	﹤0.01%	598
2023 Q4	$1.92K	Hold	14	–	–	﹤0.01%	746
2023 Q3	$1.58K	Hold	14	–	–	﹤0.01%	769
2023 Q2	$1.73K	Sell	14 -4	-22%	-$484	﹤0.01%	838
2023 Q1	$2.15K	Buy	18 +4	+29%	+$581	﹤0.01%	799
2022 Q4	$2.03K	Hold	14	–	–	﹤0.01%	805
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	768
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	770
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	805
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	838
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	803
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	816
2021 Q1	$2K	Sell	14 -55	-80%	-$8.11K	﹤0.01%	824
2020 Q4	$9K	Buy	69 +1	+1%	+$114	﹤0.01%	588
2020 Q3	$6K	Buy	68 +14	+26%	+$1.43K	﹤0.01%	545
2020 Q2	$6K	Buy	+54	New	+$5.7K	﹤0.01%	379

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 $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 $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's MTB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 15 shares — an estimated $2.68K sold.

Carolinas Wealth Consulting first reported a position in MTB in Q2 2020 and held it in 20 quarters. The position peaked at $9.78K in Q4 2024. 1,024 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Carolinas Wealth Consulting reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 15 M&T Bank shares in Q2 2025, an estimated $2.68K.
Carolinas Wealth Consulting first reported a position in M&T Bank in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's M&T Bank position peaked at $9.78K in Q4 2024.
1,024 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.