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GPS Wealth Strategies Group’s M&T Bank MTB Stock Holding History

GPS Wealth Strategies Group’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
Closed -$395 – 1203
2025
Q3 		$395 Hold
2
– – ﹤0.01% 1539
2025
Q2 		$388 Buy
+2
New +$353 ﹤0.01% 1505
2023
Q2 		– Sell
-28
Closed -$3.35K – 1291
2023
Q1 		$3.35K Buy
+28
New +$4.07K ﹤0.01% 1045
2022
Q4 		– Sell
-28
Closed -$5K – 730
2022
Q3 		$5K Hold
28
– – ﹤0.01% 893
2022
Q2 		$4K Hold
28
– – ﹤0.01% 934
2022
Q1 		$5K Hold
28
– – ﹤0.01% 850
2021
Q4 		$4K Buy
+28
New +$4.3K ﹤0.01% 903

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GPS Wealth Strategies Group's MTB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 2 shares — an estimated $395 sold.

GPS Wealth Strategies Group first reported a position in MTB in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q3 2022. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 2 M&T Bank shares in Q4 2025, an estimated $395.
  • GPS Wealth Strategies Group first reported a position in M&T Bank in Q4 2021 and held it in 7 quarters.
  • GPS Wealth Strategies Group's M&T Bank position peaked at $5K in Q3 2022.
  • 1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.