LIG
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Lokken Investment Group’s M&T Bank MTB Stock Holding History

Lokken Investment 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
Q1 		– Sell
-1,236
Closed -$232K – 142
2024
Q4 		$232K Hold
1,236
– – 0.1% 121
2024
Q3 		$220K Buy
+1,236
New +$205K 0.09% 138
2023
Q4 		– Sell
-3,252
Closed -$411K – 142
2023
Q3 		$411K Sell
3,252
-1,285
-28% -$168K 0.27% 78
2023
Q2 		$561K Buy
4,537
+623
+16% +$75.4K 0.37% 66
2023
Q1 		$468K Sell
3,914
-63
-2% -$9.14K 0.36% 64
2022
Q4 		$577K Buy
3,977
+98
+3% +$16.1K 0.46% 51
2022
Q3 		$684K Buy
3,879
+52
+1% +$9.2K 0.59% 42
2022
Q2 		$610K Buy
3,827
+148
+4% +$24.9K 0.49% 45
2022
Q1 		$613K Buy
+3,679
New +$649K 0.49% 47

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Lokken Investment Group's MTB Position: Q1 2025 in Review

Lokken Investment Group sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 1,236 shares — an estimated $232K sold.

Lokken Investment Group first reported a position in MTB in Q1 2022 and held it in 9 quarters. The position peaked at $684K in Q3 2022. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Lokken Investment Group reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 1,236 M&T Bank shares in Q1 2025, an estimated $232K.
  • Lokken Investment Group first reported a position in M&T Bank in Q1 2022 and held it in 9 quarters.
  • Lokken Investment Group's M&T Bank position peaked at $684K in Q3 2022.
  • 1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.