Congress Wealth Management’s M&T Bank MTB Stock Holding History

Congress Wealth Management’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	$548K	Buy	2,824 +279	+11%	+$49.2K	0.01%	896
2025 Q1	$456K	Buy	2,545 +769	+43%	+$146K	0.01%	842
2024 Q4	$334K	Buy	+1,776	New	+$353K	﹤0.01%	742
2024 Q1	–	Sell	-2,657	Closed	-$364K	–	618
2023 Q4	$364K	Buy	+2,657	New	+$334K	0.01%	505
2023 Q1	–	Sell	-1,773	Closed	-$257K	–	571
2022 Q4	$257K	Sell	1,773 -111	-6%	-$18.3K	0.01%	504
2022 Q3	$332K	Hold	1,884	–	–	0.01%	456
2022 Q2	$301K	Buy	1,884 +42	+2%	+$7.06K	0.01%	479
2022 Q1	$312K	Sell	1,842 -1,322	-42%	-$233K	0.01%	509
2021 Q4	$486K	Buy	+3,164	New	+$486K	0.01%	469

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Congress Wealth Management's MTB Position: Q2 2025 in Review

Congress Wealth Management increased its M&T Bank (MTB) stake by 11% in Q2 2025, buying an estimated $49.2K and bringing the position to 2,824 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #896.

Congress Wealth Management first reported a position in MTB in Q4 2021 and has held it in 9 quarters since. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Congress Wealth Management held 2,824 shares of M&T Bank worth $548K as of Q2 2025.
Congress Wealth Management bought 279 M&T Bank shares in Q2 2025, an estimated $49.2K.
M&T Bank made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #896 holding.
Congress Wealth Management first reported a position in M&T Bank in Q4 2021 and has held it in 9 quarters since.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.