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NewSquare Capital’s M&T Bank MTB Stock Holding History

NewSquare Capital’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
-92
Closed -$17.8K – 837
2025
Q2 		$17.8K Buy
92
+40
+77% +$7.06K ﹤0.01% 506
2025
Q1 		$9.29K Buy
52
+46
+767% +$8.72K ﹤0.01% 566
2024
Q4 		$1.13K Buy
+6
New +$1.19K ﹤0.01% 647
2020
Q3 		– Sell
-13
Closed -$1K – 372
2020
Q2 		$1K Buy
+13
New +$1.37K ﹤0.01% 351

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

NewSquare Capital's MTB Position: Q3 2025 in Review

NewSquare Capital sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 92 shares — an estimated $17.8K sold.

NewSquare Capital first reported a position in MTB in Q2 2020 and held it in 4 quarters. The position peaked at $17.8K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • NewSquare Capital reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 92 M&T Bank shares in Q3 2025, an estimated $17.8K.
  • NewSquare Capital first reported a position in M&T Bank in Q2 2020 and held it in 4 quarters.
  • NewSquare Capital's M&T Bank position peaked at $17.8K in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.