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IEQ Capital’s M&T Bank MTB Stock Holding History

IEQ Capital’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
-4,701
Closed -$929K – 1945
2025
Q3 		$929K Buy
4,701
+2,209
+89% +$433K ﹤0.01% 1030
2025
Q2 		$483K Sell
2,492
-8,375
-77% -$1.48M ﹤0.01% 1173
2025
Q1 		$1.94M Sell
10,867
-269
-2% -$51K 0.02% 594
2024
Q4 		$2.09M Buy
11,136
+1,453
+15% +$289K 0.02% 492
2024
Q3 		$1.72M Buy
9,683
+2,360
+32% +$391K 0.02% 408
2024
Q2 		$1.11M Buy
7,323
+708
+11% +$103K 0.01% 457
2024
Q1 		$962K Buy
6,615
+418
+7% +$57.9K 0.01% 468
2023
Q4 		$850K Buy
6,197
+327
+6% +$41.1K 0.01% 462
2023
Q3 		$742K Buy
5,870
+1,330
+29% +$173K 0.02% 464
2023
Q2 		$562K Sell
4,540
-1,316
-22% -$159K 0.01% 524
2023
Q1 		$700K Buy
5,856
+2,421
+70% +$351K 0.02% 475
2022
Q4 		$498K Sell
3,435
-2,474
-42% -$407K 0.01% 514
2022
Q3 		$1.04M Buy
5,909
+1,759
+42% +$311K 0.03% 356
2022
Q2 		$661K Buy
4,150
+1,354
+48% +$228K 0.02% 405
2022
Q1 		$474K Buy
2,796
+248
+10% +$43.7K 0.01% 517
2021
Q4 		$391K Buy
2,548
+202
+9% +$31K 0.01% 525
2021
Q3 		$351K Buy
+2,346
New +$325K 0.01% 521

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IEQ Capital's MTB Position: Q4 2025 in Review

IEQ Capital sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 4,701 shares — an estimated $929K sold.

IEQ Capital first reported a position in MTB in Q3 2021 and held it in 17 quarters. The position peaked at $2.09M in Q4 2024. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • IEQ Capital reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 4,701 M&T Bank shares in Q4 2025, an estimated $929K.
  • IEQ Capital first reported a position in M&T Bank in Q3 2021 and held it in 17 quarters.
  • IEQ Capital's M&T Bank position peaked at $2.09M in Q4 2024.
  • 1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.