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Coppell Advisory Solutions’s M&T Bank MTB Stock Holding History

Coppell Advisory Solutions’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
-464
Closed -$87.5K – 1284
2024
Q4 		$87.5K Buy
464
+423
+1,032% +$84.1K 0.01% 447
2024
Q3 		$7.19K Hold
41
– – ﹤0.01% 1173
2024
Q2 		$6.21K Buy
+41
New +$5.99K ﹤0.01% 1149
2023
Q4 		$5.62K Sell
41
-16
-28% -$2.01K ﹤0.01% 1077
2023
Q3 		$8.2K Hold
57
– – ﹤0.01% 634
2023
Q2 		$7.04K Buy
+57
New +$6.9K ﹤0.01% 772
2023
Q1 		– Sell
-57
Closed -$8.2K – 743
2022
Q4 		$8.2K Buy
+57
New +$9.37K ﹤0.01% 642

Other funds holding MTB

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coppell Advisory Solutions's MTB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 464 shares — an estimated $87.5K sold.

Coppell Advisory Solutions first reported a position in MTB in Q4 2022 and held it in 7 quarters. The position peaked at $87.5K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 464 M&T Bank shares in Q1 2025, an estimated $87.5K.
  • Coppell Advisory Solutions first reported a position in M&T Bank in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's M&T Bank position peaked at $87.5K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.