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Marcum Wealth’s M&T Bank MTB Stock Holding History

Marcum Wealth’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 		$220K Buy
1,231
+57
+5% +$10.8K 0.02% 350
2024
Q4 		$221K Sell
1,174
-222
-16% -$44.1K 0.02% 345
2024
Q3 		$249K Buy
1,396
+7
+0.5% +$1.16K 0.02% 326
2024
Q2 		$210K Buy
+1,389
New +$203K 0.02% 331
2022
Q4 		– Sell
-1,537
Closed -$271K – 391
2022
Q3 		$271K Buy
1,537
+29
+2% +$5.13K 0.04% 251
2022
Q2 		$240K Buy
1,508
+54
+4% +$9.07K 0.04% 266
2022
Q1 		$246K Buy
+1,454
New +$256K 0.03% 284
2021
Q4 		– Sell
-1,442
Closed -$215K – 402
2021
Q3 		$215K Sell
1,442
-101
-7% -$14K 0.03% 293
2021
Q2 		$224K Buy
+1,543
New +$241K 0.04% 263

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

Marcum Wealth's MTB Position: Q1 2025 in Review

Marcum Wealth increased its M&T Bank (MTB) stake by 4.9% in Q1 2025, buying an estimated $10.8K and bringing the position to 1,231 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #350.

Marcum Wealth first reported a position in MTB in Q2 2021 and has held it in 9 quarters since. The position peaked at $271K in Q3 2022. 1,036 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Marcum Wealth held 1,231 shares of M&T Bank worth $220K as of Q1 2025.
  • Marcum Wealth bought 57 M&T Bank shares in Q1 2025, an estimated $10.8K.
  • M&T Bank made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #350 holding.
  • Marcum Wealth first reported a position in M&T Bank in Q2 2021 and has held it in 9 quarters since.
  • Marcum Wealth's M&T Bank position peaked at $271K in Q3 2022.
  • 1,036 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.