HFA
MTB icon

High Falls Advisors’s M&T Bank MTB Stock Holding History

High Falls Advisors’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
-2,505
Closed -$448K – 148
2025
Q1 		$448K Buy
2,505
+1,010
+68% +$192K 0.11% 68
2024
Q4 		$281K Buy
1,495
+9
+0.6% +$1.79K 0.07% 92
2024
Q3 		$265K Buy
1,486
+12
+0.8% +$1.99K 0.06% 96
2024
Q2 		$223K Sell
1,474
-503
-25% -$73.5K 0.05% 117
2024
Q1 		$287K Hold
1,977
– – 0.07% 92
2023
Q4 		$271K Buy
1,977
+17
+0.9% +$2.14K 0.07% 87
2023
Q3 		$248K Buy
1,960
+18
+0.9% +$2.35K 0.07% 83
2023
Q2 		$240K Buy
1,942
+19
+1% +$2.3K 0.07% 93
2023
Q1 		$230K Buy
1,923
+18
+0.9% +$2.61K 0.07% 91
2022
Q4 		$276K Buy
1,905
+514
+37% +$84.5K 0.09% 87
2022
Q3 		$245K Buy
1,391
+8
+0.6% +$1.42K 0.08% 92
2022
Q2 		$220K Buy
1,383
+9
+0.7% +$1.51K 0.07% 101
2022
Q1 		$233K Buy
1,374
+7
+0.5% +$1.23K 0.06% 103
2021
Q4 		$210K Hold
1,367
– – 0.05% 124
2021
Q3 		$204K Buy
+1,367
New +$189K 0.06% 115
2021
Q2 		– Sell
-1,350
Closed -$205K – 123
2021
Q1 		$205K Buy
+1,350
New +$199K 0.06% 109

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

High Falls Advisors's MTB Position: Q2 2025 in Review

High Falls Advisors sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 2,505 shares — an estimated $448K sold.

High Falls Advisors first reported a position in MTB in Q1 2021 and held it in 16 quarters. The position peaked at $448K in Q1 2025. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

  • High Falls Advisors reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
  • High Falls Advisors sold 2,505 M&T Bank shares in Q2 2025, an estimated $448K.
  • High Falls Advisors first reported a position in M&T Bank in Q1 2021 and held it in 16 quarters.
  • High Falls Advisors's M&T Bank position peaked at $448K in Q1 2025.
  • 1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on High Falls Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.