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Orion Portfolio Solutions’s M&T Bank MTB Stock Holding History

Orion Portfolio Solutions’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 		$4.58M Buy
25,621
+1,287
+5% +$244K 0.04% 371
2024
Q4 		$4.58M Sell
24,334
-14,436
-37% -$2.87M 0.05% 355
2024
Q3 		$6.91M Sell
38,770
-1,355
-3% -$225K 0.07% 271
2024
Q2 		$6.07M Sell
40,125
-4,294
-10% -$627K 0.06% 272
2024
Q1 		$6.46M Sell
44,419
-2,407
-5% -$333K 0.07% 273
2023
Q4 		$6.47M Sell
46,826
-4,133
-8% -$519K 0.08% 254
2023
Q3 		$6.44M Sell
50,959
-2,132
-4% -$278K 0.08% 244
2023
Q2 		$6.57M Buy
+53,091
New +$6.42M 0.07% 267
2023
Q1 		– Sell
-7,152
Closed -$1.04M – 1592
2022
Q4 		$1.04M Buy
7,152
+1,192
+20% +$196K 0.04% 300
2022
Q3 		$1.05M Buy
5,960
+2,847
+91% +$504K 0.04% 256
2022
Q2 		$496K Buy
3,113
+597
+24% +$100K 0.02% 400
2022
Q1 		$426K Buy
2,516
+2
+0.1% +$353 0.02% 473
2021
Q4 		$386K Sell
2,514
-44
-2% -$6.76K 0.01% 500
2021
Q3 		$382K Buy
+2,558
New +$355K 0.01% 461
2020
Q3 		– Sell
-883
Closed -$92K – 1444
2020
Q2 		$92K Buy
883
+592
+203% +$62.5K 0.01% 568
2020
Q1 		$30K Buy
291
+173
+147% +$25.5K ﹤0.01% 717
2019
Q4 		$20K Buy
+118
New +$19.2K ﹤0.01% 775

Other funds holding MTB

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

Orion Portfolio Solutions's MTB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its M&T Bank (MTB) stake by 5.3% in Q1 2025, buying an estimated $244K and bringing the position to 25,621 shares worth $4.58M. The position accounts for 0.04% of the portfolio, ranked #371.

Orion Portfolio Solutions first reported a position in MTB in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.91M in Q3 2024. 1,035 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Orion Portfolio Solutions held 25,621 shares of M&T Bank worth $4.58M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,287 M&T Bank shares in Q1 2025, an estimated $244K.
  • M&T Bank made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #371 holding.
  • Orion Portfolio Solutions first reported a position in M&T Bank in Q4 2019 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's M&T Bank position peaked at $6.91M in Q3 2024.
  • 1,035 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.