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Gitterman Wealth Management’s M&T Bank MTB Stock Holding History

Gitterman Wealth 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
Q3 		– Sell
-1,167
Closed -$227K – 263
2025
Q2 		$227K Buy
+1,167
New +$206K 0.05% 120
2025
Q1 		– Sell
-1,109
Closed -$209K – 151
2024
Q4 		$209K Sell
1,109
-283
-20% -$56.3K 0.09% 112
2024
Q3 		$248K Buy
1,392
+22
+2% +$3.65K 0.1% 83
2024
Q2 		$207K Buy
+1,370
New +$200K 0.08% 97

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's MTB Position: Q3 2025 in Review

Gitterman Wealth Management sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 1,167 shares — an estimated $227K sold.

Gitterman Wealth Management first reported a position in MTB in Q2 2024 and held it in 4 quarters. The position peaked at $248K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • Gitterman Wealth Management reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,167 M&T Bank shares in Q3 2025, an estimated $227K.
  • Gitterman Wealth Management first reported a position in M&T Bank in Q2 2024 and held it in 4 quarters.
  • Gitterman Wealth Management's M&T Bank position peaked at $248K in Q3 2024.
  • 1,053 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.