Global Financial Private Client’s M&T Bank MTB Stock Holding History

Global Financial Private Client’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	-17	Closed	-$3.04K	–	1085
2025 Q1	$3.04K	Buy	17 +9	+113%	+$1.71K	﹤0.01%	770
2024 Q4	$1.5K	Buy	8 +3	+60%	+$596	﹤0.01%	743
2024 Q3	$891	Hold	5	–	–	﹤0.01%	765
2024 Q2	$757	Hold	5	–	–	﹤0.01%	633
2024 Q1	$716	Hold	5	–	–	﹤0.01%	655
2023 Q4	$685	Hold	5	–	–	﹤0.01%	647
2023 Q3	$611	Sell	5 -83	-94%	-$10.8K	﹤0.01%	633
2023 Q2	$11.2K	Hold	88	–	–	0.01%	423
2023 Q1	$10.4K	Hold	88	–	–	0.01%	444
2022 Q4	$12.8K	Hold	88	–	–	0.01%	400
2022 Q3	$15.9K	Buy	88 +83	+1,660%	+$14.7K	0.01%	373
2022 Q2	$799	Hold	5	–	–	﹤0.01%	584
2022 Q1	$823	Hold	5	–	–	﹤0.01%	598
2021 Q4	$768	Hold	5	–	–	﹤0.01%	601
2021 Q3	$764	Hold	5	–	–	﹤0.01%	548
2021 Q2	$736	Hold	5	–	–	﹤0.01%	559
2021 Q1	$766	Hold	5	–	–	﹤0.01%	528
2020 Q4	$637	Buy	+5	New	+$569	﹤0.01%	518

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

Global Financial Private Client's MTB Position: Q2 2025 in Review

Global Financial Private Client sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 17 shares — an estimated $3.04K sold.

Global Financial Private Client first reported a position in MTB in Q4 2020 and held it in 18 quarters. The position peaked at $15.9K in Q3 2022. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Global Financial Private Client reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 17 M&T Bank shares in Q2 2025, an estimated $3.04K.
Global Financial Private Client first reported a position in M&T Bank in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's M&T Bank position peaked at $15.9K in Q3 2022.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.