ORG Wealth Partners’s M&T Bank MTB Stock Holding History

ORG Wealth 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 Q3	–	Sell	-117	Closed	-$23.1K	–	675
2025 Q2	$23.1K	Sell	117 -405	-78%	-$71.5K	0.01%	411
2025 Q1	$92.1K	Buy	+522	New	+$99K	0.03%	278

Other funds holding MTB

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

ORG Wealth Partners's MTB Position: Q3 2025 in Review

ORG Wealth Partners sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 117 shares — an estimated $23.1K sold.

ORG Wealth Partners first reported a position in MTB in Q1 2025 and held it in 2 quarters. The position peaked at $92.1K in Q1 2025. 1,053 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

ORG Wealth Partners reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
ORG Wealth Partners sold 117 M&T Bank shares in Q3 2025, an estimated $23.1K.
ORG Wealth Partners first reported a position in M&T Bank in Q1 2025 and held it in 2 quarters.
ORG Wealth Partners's M&T Bank position peaked at $92.1K in Q1 2025.
1,053 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.