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Jackson Creek Investment Advisors’s M&T Bank MTB Stock Holding History

Jackson Creek Investment 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
Q1 		– Sell
-1,516
Closed -$285K – 343
2024
Q4 		$285K Buy
+1,516
New +$301K 0.09% 278

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Jackson Creek Investment Advisors's MTB Position: Q1 2025 in Review

Jackson Creek Investment Advisors sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 1,516 shares — an estimated $285K sold.

Jackson Creek Investment Advisors first reported a position in MTB in Q4 2024 and held it in 1 quarter. The position peaked at $285K in Q4 2024. 1,035 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Jackson Creek Investment Advisors reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 1,516 M&T Bank shares in Q1 2025, an estimated $285K.
  • Jackson Creek Investment Advisors first reported a position in M&T Bank in Q4 2024 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's M&T Bank position peaked at $285K in Q4 2024.
  • 1,035 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.