Modera Wealth Management’s M&T Bank MTB Stock Holding History

Modera Wealth Management’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	-1,076	Closed	-$202K	–	632
2024 Q4	$202K	Buy	+1,076	New	+$214K	﹤0.01%	601
2022 Q1	–	Sell	-1,828	Closed	-$280K	–	510
2021 Q4	$280K	Buy	+1,828	New	+$281K	0.01%	443

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Modera Wealth Management's MTB Position: Q1 2025 in Review

Modera Wealth Management sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 1,076 shares — an estimated $202K sold.

Modera Wealth Management first reported a position in MTB in Q4 2021 and held it in 2 quarters. The position peaked at $280K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

Modera Wealth Management reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
Modera Wealth Management sold 1,076 M&T Bank shares in Q1 2025, an estimated $202K.
Modera Wealth Management first reported a position in M&T Bank in Q4 2021 and held it in 2 quarters.
Modera Wealth Management's M&T Bank position peaked at $280K in Q4 2021.
1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Modera Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.