PS
MTB icon

Principal Securities’s M&T Bank MTB Stock Holding History

Principal Securities’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
-591
Closed -$117K – 2700
2025
Q3 		$117K Buy
591
+29
+5% +$5.69K ﹤0.01% 1522
2025
Q2 		$109K Buy
562
+152
+37% +$26.8K ﹤0.01% 1517
2025
Q1 		$77.1K Hold
410
– – ﹤0.01% 1548
2024
Q4 		$77.1K Buy
410
+132
+47% +$26.2K ﹤0.01% 1545
2024
Q3 		$49.5K Buy
278
+61
+28% +$10.1K ﹤0.01% 1696
2024
Q2 		$32.8K Buy
217
+5
+2% +$730 ﹤0.01% 1819
2024
Q1 		$30.8K Sell
212
-35
-14% -$4.85K ﹤0.01% 1788
2023
Q4 		$33.9K Buy
+247
New +$31K ﹤0.01% 1657

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's MTB Position: Q4 2025 in Review

Principal Securities sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 591 shares — an estimated $117K sold.

Principal Securities first reported a position in MTB in Q4 2023 and held it in 8 quarters. The position peaked at $117K in Q3 2025. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Principal Securities reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 591 M&T Bank shares in Q4 2025, an estimated $117K.
  • Principal Securities first reported a position in M&T Bank in Q4 2023 and held it in 8 quarters.
  • Principal Securities's M&T Bank position peaked at $117K in Q3 2025.
  • 1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.