Plante Moran Financial Advisors’s M&T Bank MTB Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-310	Closed	-$61.3K	–	867
2025 Q3	$61.3K	Hold	310	–	–	﹤0.01%	308
2025 Q2	$60.1K	Sell	310 -320	-51%	-$56.5K	﹤0.01%	307
2025 Q1	$113K	Buy	630 +320	+103%	+$60.7K	0.01%	227
2024 Q4	$58.3K	Sell	310 -606	-66%	-$120K	﹤0.01%	324
2024 Q3	$163K	Buy	916 +606	+195%	+$100K	0.01%	202
2024 Q2	$46.9K	Hold	310	–	–	﹤0.01%	348
2024 Q1	$45.1K	Hold	310	–	–	﹤0.01%	367
2023 Q4	$42.5K	Hold	310	–	–	﹤0.01%	340
2023 Q3	$39.2K	Hold	310	–	–	﹤0.01%	325
2023 Q2	$38.4K	Hold	310	–	–	﹤0.01%	336
2023 Q1	$37.1K	Hold	310	–	–	0.01%	335
2022 Q4	$45K	Sell	310 -59	-16%	-$9.7K	0.01%	322
2022 Q3	$65K	Buy	369 +59	+19%	+$10.4K	0.01%	274
2022 Q2	$49K	Hold	310	–	–	0.01%	317
2022 Q1	$53K	Hold	310	–	–	0.01%	324
2021 Q4	$48K	Hold	310	–	–	0.01%	373
2021 Q3	$46K	Hold	310	–	–	0.01%	397
2021 Q2	$45K	Hold	310	–	–	0.01%	396
2021 Q1	$47K	Hold	310	–	–	0.01%	377
2020 Q4	$39K	Hold	310	–	–	0.01%	400
2020 Q3	$29K	Hold	310	–	–	0.01%	422
2020 Q2	$32K	Hold	310	–	–	0.01%	356
2020 Q1	$32K	Hold	310	–	–	0.01%	325
2019 Q4	$53K	Hold	310	–	–	0.02%	317
2019 Q3	$49K	Hold	310	–	–	0.01%	342
2019 Q2	$53K	Hold	310	–	–	0.02%	332
2019 Q1	$49K	Hold	310	–	–	0.02%	335
2018 Q4	$44K	Hold	310	–	–	0.02%	316
2018 Q3	$51K	Sell	310 -14	-4%	-$2.43K	0.02%	285
2018 Q2	$55K	Buy	324 +14	+5%	+$2.51K	0.03%	309
2018 Q1	$57K	Hold	310	–	–	0.03%	323
2017 Q4	$53K	Hold	310	–	–	0.03%	336
2017 Q3	$50K	Hold	310	–	–	0.03%	309
2017 Q2	$50K	Sell	310 -43	-12%	-$6.79K	0.03%	316
2017 Q1	$55K	Sell	353 -12	-3%	-$1.94K	0.03%	298
2016 Q4	$57K	Buy	365 +1	+0.3%	+$135	0.04%	304
2016 Q3	$42K	Buy	364 +30	+9%	+$3.49K	0.03%	356
2016 Q2	$39K	Buy	334 +24	+8%	+$2.79K	0.03%	329
2016 Q1	$34K	Hold	310	–	–	0.03%	316
2015 Q4	$38K	Hold	310	–	–	0.03%	340
2015 Q3	$38K	Sell	310 -36	-10%	-$4.5K	0.03%	304
2015 Q2	$43K	Sell	346 -13	-4%	-$1.6K	0.03%	321
2015 Q1	$46K	Hold	359	–	–	0.03%	298
2014 Q4	$45K	Hold	359	–	–	0.03%	293
2014 Q3	$44K	Buy	359 +13	+4%	+$1.6K	0.04%	279
2014 Q2	$43K	Buy	346 +36	+12%	+$4.39K	0.04%	255
2014 Q1	$38K	Hold	310	–	–	0.04%	193
2013 Q4	$36K	Hold	310	–	–	0.02%	282
2013 Q3	$35K	Hold	310	–	–	0.02%	227
2013 Q2	$35K	Buy	+310	New	+$32K	0.03%	197

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's MTB Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 310 shares — an estimated $61.3K sold.

Plante Moran Financial Advisors first reported a position in MTB in Q2 2013 and held it in 50 quarters. The position peaked at $163K in Q3 2024. 1,104 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

Plante Moran Financial Advisors reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 310 M&T Bank shares in Q4 2025, an estimated $61.3K.
Plante Moran Financial Advisors first reported a position in M&T Bank in Q2 2013 and held it in 50 quarters.
Plante Moran Financial Advisors's M&T Bank position peaked at $163K in Q3 2024.
1,104 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.