EWM
MTB icon

Elevatus Welath Management’s M&T Bank MTB Stock Holding History

Elevatus Welath 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 		– Sell
-3,567
Closed -$638K – 125
2025
Q1 		$638K Sell
3,567
-4,422
-55% -$839K 0.36% 43
2024
Q4 		$1.5M Sell
7,989
-277
-3% -$55.1K 0.51% 29
2024
Q3 		$1.47M Buy
8,266
+206
+3% +$34.2K 0.48% 32
2024
Q2 		$1.22M Buy
+8,060
New +$1.18M 0.46% 46

Other funds holding MTB

Vanguard Group
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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Elevatus Welath Management's MTB Position: Q2 2025 in Review

Elevatus Welath Management sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 3,567 shares — an estimated $638K sold.

Elevatus Welath Management first reported a position in MTB in Q2 2024 and held it in 4 quarters. The position peaked at $1.5M in Q4 2024. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

  • Elevatus Welath Management reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
  • Elevatus Welath Management sold 3,567 M&T Bank shares in Q2 2025, an estimated $638K.
  • Elevatus Welath Management first reported a position in M&T Bank in Q2 2024 and held it in 4 quarters.
  • Elevatus Welath Management's M&T Bank position peaked at $1.5M in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Elevatus Welath Management's 13F filing for Q2 2025, filed 14 Aug 2025.