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

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-29
Closed -$5.84K – 448
2025
Q4 		$5.84K Buy
+29
New +$5.54K 0.01% 307
2025
Q3 		– Sell
-1
Closed -$194 – 396
2025
Q2 		$194 Sell
1
-25
-96% -$4.41K ﹤0.01% 384
2025
Q1 		$4.65K Sell
26
-22
-46% -$4.17K 0.01% 328
2024
Q4 		$9.03K Buy
48
+2
+4% +$398 0.02% 240
2024
Q3 		$8.19K Buy
+46
New +$7.63K 0.01% 181

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's MTB Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 29 shares — an estimated $5.84K sold.

Mowery & Schoenfeld Wealth Management first reported a position in MTB in Q3 2024 and held it in 5 quarters. The position peaked at $9.03K in Q4 2024. 1,111 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 29 M&T Bank shares in Q1 2026, an estimated $5.84K.
  • Mowery & Schoenfeld Wealth Management first reported a position in M&T Bank in Q3 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's M&T Bank position peaked at $9.03K in Q4 2024.
  • 1,111 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.