Essential Planning’s M&T Bank MTB Stock Holding History

Essential Planning’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	-47,685	Closed	-$9.46M	–	223
2024 Q4	$9.46M	Buy	+47,685	New	+$9.48M	0.06%	82

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

Essential Planning's MTB Position: Q1 2025 in Review

Essential Planning sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 47,685 shares — an estimated $9.46M sold.

Essential Planning first reported a position in MTB in Q4 2024 and held it in 1 quarter. The position peaked at $9.46M in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

Essential Planning reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 47,685 M&T Bank shares in Q1 2025, an estimated $9.46M.
Essential Planning first reported a position in M&T Bank in Q4 2024 and held it in 1 quarter.
Essential Planning's M&T Bank position peaked at $9.46M in Q4 2024.
1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.