Financial Counselors Inc’s M&T Bank MTB Stock Holding History

Financial Counselors Inc’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	-1,789	Closed	-$320K	–	354
2025 Q1	$320K	Sell	1,789 -13	-0.7%	-$2.47K	﹤0.01%	487
2024 Q4	$339K	Sell	1,802 -177	-9%	-$35.2K	﹤0.01%	472
2024 Q3	$352K	Sell	1,979 -224	-10%	-$37.1K	0.01%	485
2024 Q2	$333K	Sell	2,203 -48	-2%	-$7.01K	0.01%	463
2024 Q1	$327K	Buy	2,251 +27	+1%	+$3.74K	0.01%	484
2023 Q4	$305K	Buy	+2,224	New	+$279K	0.01%	484
2023 Q1	–	Sell	-1,648	Closed	-$239K	–	512
2022 Q4	$239K	Buy	1,648 +469	+40%	+$77.1K	0.01%	455
2022 Q3	$208K	Sell	1,179 -332	-22%	-$58.7K	0.01%	456
2022 Q2	$241K	Buy	+1,511	New	+$254K	0.01%	452
2013 Q3	–	Sell	-1,870	Closed	-$209K	–	403
2013 Q2	$209K	Buy	+1,870	New	+$193K	0.02%	366

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Financial Counselors Inc's MTB Position: Q2 2025 in Review

Financial Counselors Inc sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 1,789 shares — an estimated $320K sold.

Financial Counselors Inc first reported a position in MTB in Q2 2013 and held it in 10 quarters. The position peaked at $352K in Q3 2024. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Financial Counselors Inc reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 1,789 M&T Bank shares in Q2 2025, an estimated $320K.
Financial Counselors Inc first reported a position in M&T Bank in Q2 2013 and held it in 10 quarters.
Financial Counselors Inc's M&T Bank position peaked at $352K in Q3 2024.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.