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Family Legacy Financial Solutions’s M&T Bank MTB Stock Holding History

Family Legacy Financial 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
Q4 		– Sell
-236
Closed -$46.6K – 160
2025
Q3 		$46.6K Hold
236
– – 0.04% 95
2025
Q2 		$45.8K Buy
+236
New +$41.6K 0.04% 93

Other funds holding MTB

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Family Legacy Financial Solutions's MTB Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 236 shares — an estimated $46.6K sold.

Family Legacy Financial Solutions first reported a position in MTB in Q2 2025 and held it in 2 quarters. The position peaked at $46.6K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 236 M&T Bank shares in Q4 2025, an estimated $46.6K.
  • Family Legacy Financial Solutions first reported a position in M&T Bank in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's M&T Bank position peaked at $46.6K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.