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Cobblestone Capital Advisors’s M&T Bank MTB Stock Holding History

Cobblestone Capital 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
Q3 		$310K Hold
1,570
– – 0.01% 251
2025
Q2 		$305K Sell
1,570
-2
-0.1% -$353 0.02% 243
2025
Q1 		$281K Sell
1,572
-145
-8% -$27.5K 0.02% 250
2024
Q4 		$323K Sell
1,717
-365
-18% -$72.6K 0.02% 230
2024
Q3 		$371K Buy
2,082
+2
+0.1% +$332 0.02% 216
2024
Q2 		$315K Sell
2,080
-100
-5% -$14.6K 0.02% 221
2024
Q1 		$317K Hold
2,180
– – 0.02% 222
2023
Q4 		$299K Sell
2,180
-200
-8% -$25.1K 0.02% 223
2023
Q3 		$301K Sell
2,380
-84
-3% -$11K 0.02% 203
2023
Q2 		$305K Buy
2,464
+284
+13% +$34.4K 0.02% 213
2023
Q1 		$261K Sell
2,180
-500
-19% -$72.6K 0.02% 227
2022
Q4 		$389K Sell
2,680
-200
-7% -$32.9K 0.03% 193
2022
Q3 		$508K Hold
2,880
– – 0.04% 157
2022
Q2 		$459K Hold
2,880
– – 0.04% 171
2022
Q1 		$488K Hold
2,880
– – 0.03% 170
2021
Q4 		$442K Hold
2,880
– – 0.03% 186
2021
Q3 		$430K Sell
2,880
-400
-12% -$55.4K 0.03% 178
2021
Q2 		$477K Sell
3,280
-200
-6% -$31.2K 0.03% 176
2021
Q1 		$528K Hold
3,480
– – 0.04% 163
2020
Q4 		$443K Sell
3,480
-331
-9% -$37.7K 0.03% 171
2020
Q3 		$351K Hold
3,811
– – 0.03% 185
2020
Q2 		$396K Sell
3,811
-460
-11% -$48.6K 0.04% 177
2020
Q1 		$442K Buy
4,271
+200
+5% +$29.4K 0.05% 163
2019
Q4 		$691K Buy
4,071
+800
+24% +$130K 0.06% 130
2019
Q3 		$517K Hold
3,271
– – 0.05% 151
2019
Q2 		$556K Sell
3,271
-561
-15% -$93K 0.05% 151
2019
Q1 		$602K Sell
3,832
-500
-12% -$82.1K 0.06% 131
2018
Q4 		$620K Sell
4,332
-11
-0.3% -$1.76K 0.06% 122
2018
Q3 		$715K Buy
4,343
+61
+1% +$10.6K 0.07% 117
2018
Q2 		$729K Sell
4,282
-1,089
-20% -$195K 0.07% 114
2018
Q1 		$990K Sell
5,371
-608
-10% -$113K 0.1% 103
2017
Q4 		$1.02M Buy
5,979
+258
+5% +$42.8K 0.1% 102
2017
Q3 		$921K Sell
5,721
-150
-3% -$23.6K 0.11% 91
2017
Q2 		$951K Sell
5,871
-1,890
-24% -$298K 0.12% 82
2017
Q1 		$1.2M Hold
7,761
– – 0.16% 72
2016
Q4 		$1.21M Hold
7,761
– – 0.17% 72
2016
Q3 		$901K Buy
7,761
+1,166
+18% +$135K 0.13% 83
2016
Q2 		$780K Sell
6,595
-69
-1% -$8.01K 0.11% 92
2016
Q1 		$740K Sell
6,664
-600
-8% -$65.1K 0.11% 101
2015
Q4 		$880K Sell
7,264
-1,780
-20% -$217K 0.13% 89
2015
Q3 		$1.1M Hold
9,044
– – 0.18% 73
2015
Q2 		$1.13M Sell
9,044
-2,040
-18% -$251K 0.17% 71
2015
Q1 		$1.41M Hold
11,084
– – 0.22% 64
2014
Q4 		$1.39M Sell
11,084
-1,525
-12% -$187K 0.25% 65
2014
Q3 		$1.55M Buy
12,609
+200
+2% +$24.6K 0.29% 62
2014
Q2 		$1.54M Sell
12,409
-559
-4% -$68.1K 0.29% 63
2014
Q1 		$1.57M Buy
12,968
+5,494
+74% +$634K 0.3% 61
2013
Q4 		$870K Sell
7,474
-45
-0.6% -$5.11K 0.17% 89
2013
Q3 		$842K Buy
+7,519
New +$870K 0.17% 81

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Cobblestone Capital Advisors's MTB Position: Q3 2025 in Review

Cobblestone Capital Advisors held its M&T Bank (MTB) position steady in Q3 2025 at 1,570 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #251.

Cobblestone Capital Advisors first reported a position in MTB in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.57M in Q1 2014. 1,053 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • Cobblestone Capital Advisors held 1,570 shares of M&T Bank worth $310K as of Q3 2025.
  • Cobblestone Capital Advisors left its M&T Bank share count unchanged in Q3 2025.
  • M&T Bank made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #251 holding.
  • Cobblestone Capital Advisors first reported a position in M&T Bank in Q3 2013 and has held it in 49 quarters since.
  • Cobblestone Capital Advisors's M&T Bank position peaked at $1.57M in Q1 2014.
  • 1,053 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.