JDM Financial Group’s M&T Bank MTB Stock Holding History

JDM Financial Group’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	-5	Closed	-$894	–	293
2025 Q1	$894	Hold	5	–	–	﹤0.01%	278
2024 Q4	$940	Hold	5	–	–	﹤0.01%	299
2024 Q3	$891	Buy	+5	New	+$829	﹤0.01%	338

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

JDM Financial Group's MTB Position: Q2 2025 in Review

JDM Financial Group sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 5 shares — an estimated $894 sold.

JDM Financial Group first reported a position in MTB in Q3 2024 and held it in 3 quarters. The position peaked at $940 in Q4 2024. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

JDM Financial Group reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
JDM Financial Group sold 5 M&T Bank shares in Q2 2025, an estimated $894.
JDM Financial Group first reported a position in M&T Bank in Q3 2024 and held it in 3 quarters.
JDM Financial Group's M&T Bank position peaked at $940 in Q4 2024.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.