CreativeOne Wealth’s M&T Bank MTB Stock Holding History

CreativeOne Wealth’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	-2,115	Closed	-$398K	–	1122
2024 Q4	$398K	Buy	+2,115	New	+$420K	0.01%	771

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

CreativeOne Wealth's MTB Position: Q1 2025 in Review

CreativeOne Wealth sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 2,115 shares — an estimated $398K sold.

CreativeOne Wealth first reported a position in MTB in Q4 2024 and held it in 1 quarter. The position peaked at $398K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

CreativeOne Wealth reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 2,115 M&T Bank shares in Q1 2025, an estimated $398K.
CreativeOne Wealth first reported a position in M&T Bank in Q4 2024 and held it in 1 quarter.
CreativeOne Wealth's M&T Bank position peaked at $398K in Q4 2024.
1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.