Northwest Capital Management’s M&T Bank MTB Stock Holding History

Northwest Capital 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
2025 Q2	–	Sell	-12	Closed	-$2.15K	–	414
2025 Q1	$2.15K	Hold	12	–	–	﹤0.01%	396
2024 Q4	$2.26K	Hold	12	–	–	﹤0.01%	388
2024 Q3	$2.14K	Hold	12	–	–	﹤0.01%	408
2024 Q2	$1.82K	Hold	12	–	–	﹤0.01%	414
2024 Q1	$1.75K	Hold	12	–	–	﹤0.01%	495
2023 Q4	$1.65K	Hold	12	–	–	﹤0.01%	493
2023 Q3	$1.52K	Hold	12	–	–	﹤0.01%	487
2023 Q2	$1.49K	Buy	+12	New	+$1.45K	﹤0.01%	501

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northwest Capital Management's MTB Position: Q2 2025 in Review

Northwest Capital Management sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 12 shares — an estimated $2.15K sold.

Northwest Capital Management first reported a position in MTB in Q2 2023 and held it in 8 quarters. The position peaked at $2.26K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Northwest Capital Management reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 12 M&T Bank shares in Q2 2025, an estimated $2.15K.
Northwest Capital Management first reported a position in M&T Bank in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's M&T Bank position peaked at $2.26K in Q4 2024.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.