GIA
MTB icon

Gladstone Institutional Advisory’s M&T Bank MTB Stock Holding History

Gladstone Institutional Advisory’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
-2,479
Closed -$490K – 829
2025
Q3 		$490K Buy
+2,479
New +$486K 0.02% 523
2022
Q4 		– Sell
-2,827
Closed -$498K – 674
2022
Q3 		$498K Sell
2,827
-8,761
-76% -$1.55M 0.04% 393
2022
Q2 		$1.85M Buy
+11,588
New +$1.95M 0.15% 169

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Gladstone Institutional Advisory's MTB Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 2,479 shares — an estimated $490K sold.

Gladstone Institutional Advisory first reported a position in MTB in Q2 2022 and held it in 3 quarters. The position peaked at $1.85M in Q2 2022. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,479 M&T Bank shares in Q4 2025, an estimated $490K.
  • Gladstone Institutional Advisory first reported a position in M&T Bank in Q2 2022 and held it in 3 quarters.
  • Gladstone Institutional Advisory's M&T Bank position peaked at $1.85M in Q2 2022.
  • 1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.