Code Waechter’s M&T Bank MTB Stock Holding History

Code Waechter’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	-2,992	Closed	-$563K	–	132
2024 Q4	$563K	Sell	2,992 -466	-13%	-$92.6K	0.49%	50
2024 Q3	$616K	Buy	+3,458	New	+$573K	0.59%	45

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Code Waechter's MTB Position: Q1 2025 in Review

Code Waechter sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 2,992 shares — an estimated $563K sold.

Code Waechter first reported a position in MTB in Q3 2024 and held it in 2 quarters. The position peaked at $616K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

Code Waechter reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
Code Waechter sold 2,992 M&T Bank shares in Q1 2025, an estimated $563K.
Code Waechter first reported a position in M&T Bank in Q3 2024 and held it in 2 quarters.
Code Waechter's M&T Bank position peaked at $616K in Q3 2024.
1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Code Waechter's 13F filing for Q1 2025, filed 30 Apr 2025.