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Clearview Wealth Advisors’s M&T Bank MTB Stock Holding History

Clearview Wealth Advisors’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
Q4 		$414K Sell
2,055
-106
-5% -$20.3K 0.26% 70
2025
Q3 		$427K Sell
2,161
-54
-2% -$10.6K 0.27% 70
2025
Q2 		$430K Buy
2,215
+3
+0.1% +$529 0.3% 65
2025
Q1 		$395K Buy
2,212
+628
+40% +$119K 0.3% 66
2024
Q4 		$298K Sell
1,584
-16
-1% -$3.18K 0.23% 78
2024
Q3 		$285K Sell
1,600
-55
-3% -$9.12K 0.22% 83
2024
Q2 		$251K Sell
1,655
-81
-5% -$11.8K 0.22% 86
2024
Q1 		$252K Sell
1,736
-77
-4% -$10.7K 0.26% 92
2023
Q4 		$248K Sell
1,813
-24
-1% -$3.02K 0.29% 102
2023
Q3 		$232K Sell
1,837
-206
-10% -$26.9K 0.29% 107
2023
Q2 		$253K Sell
2,043
-24
-1% -$2.9K 0.26% 100
2023
Q1 		$247K Sell
2,067
-771
-27% -$112K 0.25% 109
2022
Q4 		$412K Sell
2,838
-92
-3% -$15.1K 0.32% 69
2022
Q3 		$517K Sell
2,930
-182
-6% -$32.2K 0.41% 44
2022
Q2 		$496K Buy
3,112
+583
+23% +$98K 0.37% 51
2022
Q1 		$429K Buy
2,529
+288
+13% +$50.8K 0.28% 61
2021
Q4 		$344K Buy
2,241
+129
+6% +$19.8K 0.21% 91
2021
Q3 		$315K Buy
2,112
+87
+4% +$12.1K 0.2% 96
2021
Q2 		$294K Buy
2,025
+2
+0.1% +$312 0.18% 96
2021
Q1 		$307K Sell
2,023
-8
-0.4% -$1.18K 0.2% 93
2020
Q4 		$259K Buy
+2,031
New +$231K 0.17% 96

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's MTB Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its M&T Bank (MTB) stake by 4.9% in Q4 2025, selling an estimated $20.3K and leaving 2,055 shares worth $414K. The position accounts for 0.26% of the portfolio, ranked #70.

Clearview Wealth Advisors first reported a position in MTB in Q4 2020 and has held it in 21 quarters since. The position peaked at $517K in Q3 2022. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Clearview Wealth Advisors held 2,055 shares of M&T Bank worth $414K as of Q4 2025.
  • Clearview Wealth Advisors sold 106 M&T Bank shares in Q4 2025, an estimated $20.3K.
  • M&T Bank made up 0.26% of Clearview Wealth Advisors's portfolio in Q4 2025, its #70 holding.
  • Clearview Wealth Advisors first reported a position in M&T Bank in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's M&T Bank position peaked at $517K in Q3 2022.
  • 1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.