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Planned Solutions’s M&T Bank MTB Stock Holding History

Planned 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
2024
Q4 		– Sell
-370
Closed -$65.9K – 435
2024
Q3 		$65.9K Buy
+370
New +$61.4K 0.03% 265
2024
Q1 		– Sell
-240
Closed -$32.9K – 372
2023
Q4 		$32.9K Buy
+240
New +$30.2K 0.02% 331

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Planned Solutions's MTB Position: Q4 2024 in Review

Planned Solutions sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 370 shares — an estimated $65.9K sold.

Planned Solutions first reported a position in MTB in Q4 2023 and held it in 2 quarters. The position peaked at $65.9K in Q3 2024. 1,046 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Planned Solutions reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 370 M&T Bank shares in Q4 2024, an estimated $65.9K.
  • Planned Solutions first reported a position in M&T Bank in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's M&T Bank position peaked at $65.9K in Q3 2024.
  • 1,046 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.