NP
MTB icon

NorthRock Partners’s M&T Bank MTB Stock Holding History

NorthRock Partners’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
-1,224
Closed -$242K – 813
2025
Q3 		$242K Buy
1,224
+187
+18% +$36.7K ﹤0.01% 771
2025
Q2 		$201K Sell
1,037
-184
-15% -$32.5K 0.01% 652
2025
Q1 		$218K Buy
1,221
+10
+0.8% +$1.9K 0.01% 544
2024
Q4 		$228K Buy
1,211
+74
+7% +$14.7K 0.01% 544
2024
Q3 		$203K Buy
+1,137
New +$189K 0.01% 603

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NorthRock Partners's MTB Position: Q4 2025 in Review

NorthRock Partners sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 1,224 shares — an estimated $242K sold.

NorthRock Partners first reported a position in MTB in Q3 2024 and held it in 5 quarters. The position peaked at $242K in Q3 2025. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • NorthRock Partners reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,224 M&T Bank shares in Q4 2025, an estimated $242K.
  • NorthRock Partners first reported a position in M&T Bank in Q3 2024 and held it in 5 quarters.
  • NorthRock Partners's M&T Bank position peaked at $242K in Q3 2025.
  • 1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.