Puff Wealth Management’s M&T Bank MTB Stock Holding History

Puff Wealth Management’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 Q2	–	Sell	-14,700	Closed	-$2.63M	–	132
2025 Q1	$2.63M	Buy	+14,700	New	+$2.79M	2.46%	9

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Puff Wealth Management's MTB Position: Q2 2025 in Review

Puff Wealth Management sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 1 share — an estimated $179 sold.

Puff Wealth Management first reported a position in MTB in Q1 2025 and held it in 1 quarter. The position peaked at $179 in Q1 2025. 1,022 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Puff Wealth Management reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Puff Wealth Management sold 1 M&T Bank share in Q2 2025, an estimated $179.
Puff Wealth Management first reported a position in M&T Bank in Q1 2025 and held it in 1 quarter.
Puff Wealth Management's M&T Bank position peaked at $179 in Q1 2025.
1,022 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Puff Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.