M&T Bank
SMAR

M&T Bank’s Smartsheet Inc. SMAR Stock Holding History

M&T Bank’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-53,151
Closed -$2.98M – 1710
2024
Q4 		$2.98M Sell
53,151
-8,930
-14% -$500K 0.01% 548
2024
Q3 		$3.44M Buy
62,081
+112
+0.2% +$5.43K 0.01% 513
2024
Q2 		$2.73M Buy
61,969
+13,726
+28% +$547K 0.01% 552
2024
Q1 		$1.86M Buy
48,243
+43,973
+1,030% +$1.92M 0.01% 685
2023
Q4 		$204K Buy
+4,270
New +$182K ﹤0.01% 1494
2023
Q2 		– Sell
-4,363
Closed -$209K – 1746
2023
Q1 		$209K Buy
+4,363
New +$190K ﹤0.01% 1462
2022
Q1 		– Sell
-2,896
Closed -$224K – 1661
2021
Q4 		$224K Buy
+2,896
New +$202K ﹤0.01% 1396
2021
Q3 		– Sell
-2,810
Closed -$202K – 1642
2021
Q2 		$202K Buy
+2,810
New +$175K ﹤0.01% 1465

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

M&T Bank's SMAR Position: Q1 2025 in Review

M&T Bank sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 53,151 shares — an estimated $2.98M sold.

M&T Bank first reported a position in SMAR in Q2 2021 and held it in 8 quarters. The position peaked at $3.44M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • M&T Bank reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • M&T Bank sold 53,151 Smartsheet Inc. shares in Q1 2025, an estimated $2.98M.
  • M&T Bank first reported a position in Smartsheet Inc. in Q2 2021 and held it in 8 quarters.
  • M&T Bank's Smartsheet Inc. position peaked at $3.44M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on M&T Bank's 13F filing for Q1 2025, filed 30 Apr 2025.