L.M. Kohn & Company’s M&T Bank MTB Stock Holding History

L.M. Kohn & Company’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 Q3	$328K	Sell	1,658 -929	-36%	-$182K	0.39%	79
2025 Q2	$502K	Sell	2,587 -3	-0.1%	-$529	0.14%	139
2025 Q1	$463K	Hold	2,590	–	–	0.12%	153
2024 Q4	$487K	Hold	2,590	–	–	0.13%	141
2024 Q3	$461K	Sell	2,590 -164	-6%	-$27.2K	0.12%	157
2024 Q2	$417K	Hold	2,754	–	–	0.11%	155
2024 Q1	$401K	Sell	2,754 -8	-0.3%	-$1.11K	0.11%	167
2023 Q4	$379K	Sell	2,762 -136	-5%	-$17.1K	0.12%	151
2023 Q3	$366K	Sell	2,898 -7	-0.2%	-$913	0.13%	143
2023 Q2	$360K	Sell	2,905 -129	-4%	-$15.6K	0.14%	145
2023 Q1	$363K	Sell	3,034 -63	-2%	-$9.14K	0.15%	141
2022 Q4	$449K	Hold	3,097	–	–	0.21%	118
2022 Q3	$547K	Sell	3,097 -1	-0%	-$177	0.27%	90
2022 Q2	$494K	Buy	+3,098	New	+$521K	0.23%	113

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

L.M. Kohn & Company's MTB Position: Q3 2025 in Review

L.M. Kohn & Company reduced its M&T Bank (MTB) stake by 36% in Q3 2025, selling an estimated $182K and leaving 1,658 shares worth $328K. The position accounts for 0.39% of the portfolio, ranked #79.

L.M. Kohn & Company first reported a position in MTB in Q2 2022 and has held it in 14 quarters since. The position peaked at $547K in Q3 2022. 1,053 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

L.M. Kohn & Company held 1,658 shares of M&T Bank worth $328K as of Q3 2025.
L.M. Kohn & Company sold 929 M&T Bank shares in Q3 2025, an estimated $182K.
M&T Bank made up 0.39% of L.M. Kohn & Company's portfolio in Q3 2025, its #79 holding.
L.M. Kohn & Company first reported a position in M&T Bank in Q2 2022 and has held it in 14 quarters since.
L.M. Kohn & Company's M&T Bank position peaked at $547K in Q3 2022.
1,053 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.