Iron Horse Wealth Management’s M&T Bank MTB Stock Holding History

Iron Horse Wealth 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 Q2	$1.36K	Hold	7	–	–	﹤0.01%	501
2025 Q1	$1.25K	Hold	7	–	–	﹤0.01%	496
2024 Q4	$1.32K	Hold	7	–	–	﹤0.01%	417
2024 Q3	$1.25K	Hold	7	–	–	﹤0.01%	417
2024 Q2	$1.06K	Hold	7	–	–	﹤0.01%	408
2024 Q1	$1.02K	Hold	7	–	–	﹤0.01%	401
2023 Q4	$960	Hold	7	–	–	﹤0.01%	430
2023 Q3	$885	Buy	+7	New	+$913	﹤0.01%	439

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 $3.38T AUM 44.17% 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

Iron Horse Wealth Management's MTB Position: Q2 2025 in Review

Iron Horse Wealth Management held its M&T Bank (MTB) position steady in Q2 2025 at 7 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Iron Horse Wealth Management first reported a position in MTB in Q3 2023 and has held it in 8 quarters since. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Iron Horse Wealth Management held 7 shares of M&T Bank worth $1.36K as of Q2 2025.
Iron Horse Wealth Management left its M&T Bank share count unchanged in Q2 2025.
M&T Bank made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #501 holding.
Iron Horse Wealth Management first reported a position in M&T Bank in Q3 2023 and has held it in 8 quarters since.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.