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Hoxton Planning & Management’s M&T Bank MTB Stock Holding History

Hoxton Planning & Management’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
-1,499
Closed -$296K – 228
2025
Q3 		$296K Buy
+1,499
New +$294K 0.1% 156

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

Hoxton Planning & Management's MTB Position: Q4 2025 in Review

Hoxton Planning & Management sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 1,499 shares — an estimated $296K sold.

Hoxton Planning & Management first reported a position in MTB in Q3 2025 and held it in 1 quarter. The position peaked at $296K in Q3 2025. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Hoxton Planning & Management reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 1,499 M&T Bank shares in Q4 2025, an estimated $296K.
  • Hoxton Planning & Management first reported a position in M&T Bank in Q3 2025 and held it in 1 quarter.
  • Hoxton Planning & Management's M&T Bank position peaked at $296K in Q3 2025.
  • 1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Hoxton Planning & Management's 13F filing for Q4 2025, filed 11 Feb 2026.