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Morningstar Investment Management’s M&T Bank MTB Stock Holding History

Morningstar Investment 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
Q3 		– Sell
-2,127
Closed -$413K – 513
2025
Q2 		$413K Buy
+2,127
New +$375K 0.04% 130
2025
Q1 		– Sell
-2,035
Closed -$383K – 165
2024
Q4 		$383K Sell
2,035
-8,457
-81% -$1.68M 0.03% 141
2024
Q3 		$1.95M Sell
10,492
-7,156
-41% -$1.19M 0.19% 49
2024
Q2 		$2.67M Sell
17,648
-1,906
-10% -$278K 0.28% 42
2024
Q1 		$2.84M Buy
19,554
+29
+0.1% +$4.02K 0.31% 40
2023
Q4 		$2.68M Buy
+19,525
New +$2.45M 0.31% 42

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Morningstar Investment Management's MTB Position: Q3 2025 in Review

Morningstar Investment Management sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 2,127 shares — an estimated $413K sold.

Morningstar Investment Management first reported a position in MTB in Q4 2023 and held it in 6 quarters. The position peaked at $2.84M in Q1 2024. 1,054 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • Morningstar Investment Management reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 2,127 M&T Bank shares in Q3 2025, an estimated $413K.
  • Morningstar Investment Management first reported a position in M&T Bank in Q4 2023 and held it in 6 quarters.
  • Morningstar Investment Management's M&T Bank position peaked at $2.84M in Q1 2024.
  • 1,054 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.