GWN Securities’s M&T Bank MTB Stock Holding History

GWN Securities’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	-1,838	Closed	-$328K	–	599
2025 Q1	$328K	Sell	1,838 -2,048	-53%	-$388K	0.02%	556
2024 Q4	$773K	Buy	+3,886	New	+$772K	0.21%	113

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

GWN Securities's MTB Position: Q2 2025 in Review

GWN Securities sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 1,838 shares — an estimated $328K sold.

GWN Securities first reported a position in MTB in Q4 2024 and held it in 2 quarters. The position peaked at $773K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

GWN Securities reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 1,838 M&T Bank shares in Q2 2025, an estimated $328K.
GWN Securities first reported a position in M&T Bank in Q4 2024 and held it in 2 quarters.
GWN Securities's M&T Bank position peaked at $773K in Q4 2024.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.