Rede Wealth’s M&T Bank MTB Stock Holding History

Rede Wealth’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	-3,366	Closed	-$665K	–	154
2025 Q3	$665K	Buy	+3,366	New	+$660K	0.52%	41

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 $5.72T AUM 30.48% 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

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

Rede Wealth's MTB Position: Q4 2025 in Review

Rede Wealth sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 3,366 shares — an estimated $665K sold.

Rede Wealth first reported a position in MTB in Q3 2025 and held it in 1 quarter. The position peaked at $665K in Q3 2025. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

Rede Wealth reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
Rede Wealth sold 3,366 M&T Bank shares in Q4 2025, an estimated $665K.
Rede Wealth first reported a position in M&T Bank in Q3 2025 and held it in 1 quarter.
Rede Wealth's M&T Bank position peaked at $665K in Q3 2025.
1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Rede Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.