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

National Wealth Management 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
Q1 		– Sell
-2,712
Closed -$510K – 171
2024
Q4 		$510K Sell
2,712
-258
-9% -$51.3K 0.34% 70
2024
Q3 		$529K Buy
+2,970
New +$492K 0.36% 68

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

National Wealth Management Group's MTB Position: Q1 2025 in Review

National Wealth Management Group sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 2,712 shares — an estimated $510K sold.

National Wealth Management Group first reported a position in MTB in Q3 2024 and held it in 2 quarters. The position peaked at $529K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • National Wealth Management Group reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 2,712 M&T Bank shares in Q1 2025, an estimated $510K.
  • National Wealth Management Group first reported a position in M&T Bank in Q3 2024 and held it in 2 quarters.
  • National Wealth Management Group's M&T Bank position peaked at $529K in Q3 2024.
  • 1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.