MRA Advisory Group’s M&T Bank MTB Stock Holding History

MRA Advisory Group’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 Q4	–	Sell	-1,193	Closed	-$236K	–	144
2025 Q3	$236K	Buy	+1,193	New	+$234K	0.1%	113
2024 Q2	–	Sell	-1,570	Closed	-$228K	–	118
2024 Q1	$228K	Hold	1,570	–	–	0.14%	88
2023 Q4	$215K	Sell	1,570 -803	-34%	-$101K	0.14%	89
2023 Q3	$300K	Buy	+2,373	New	+$310K	0.21%	84
2023 Q1	–	Sell	-3,500	Closed	-$508K	–	143
2022 Q4	$508K	Sell	3,500 -260	-7%	-$42.8K	0.4%	53
2022 Q3	$682K	Buy	3,760 +718	+24%	+$127K	0.58%	32
2022 Q2	$485K	Buy	+3,042	New	+$511K	0.42%	52

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MRA Advisory Group's MTB Position: Q4 2025 in Review

MRA Advisory Group sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 1,193 shares — an estimated $236K sold.

MRA Advisory Group first reported a position in MTB in Q2 2022 and held it in 7 quarters. The position peaked at $682K in Q3 2022. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

MRA Advisory Group reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
MRA Advisory Group sold 1,193 M&T Bank shares in Q4 2025, an estimated $236K.
MRA Advisory Group first reported a position in M&T Bank in Q2 2022 and held it in 7 quarters.
MRA Advisory Group's M&T Bank position peaked at $682K in Q3 2022.
1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on MRA Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.