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Pinkerton Retirement Specialists’s M&T Bank MTB Stock Holding History

Pinkerton Retirement Specialists’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 		– Sell
-4,166
Closed -$783K – 135
2024
Q4 		$783K Buy
+4,166
New +$828K 0.11% 96
2017
Q1 		– Sell
-29
Closed -$5K – 362
2016
Q4 		$5K Sell
29
-6
-17% -$812 ﹤0.01% 462
2016
Q3 		$4K Hold
35
– – ﹤0.01% 481
2016
Q2 		$4K Buy
+35
New +$4.06K ﹤0.01% 482

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

Pinkerton Retirement Specialists's MTB Position: Q1 2025 in Review

Pinkerton Retirement Specialists sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 4,166 shares — an estimated $783K sold.

Pinkerton Retirement Specialists first reported a position in MTB in Q2 2016 and held it in 4 quarters. The position peaked at $783K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Pinkerton Retirement Specialists reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 4,166 M&T Bank shares in Q1 2025, an estimated $783K.
  • Pinkerton Retirement Specialists first reported a position in M&T Bank in Q2 2016 and held it in 4 quarters.
  • Pinkerton Retirement Specialists's M&T Bank position peaked at $783K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2025, filed 2 May 2025.