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Richards, Merrill & Peterson’s M&T Bank MTB Stock Holding History

Richards, Merrill & Peterson’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
-21
Closed -$3.75K – 370
2025
Q1 		$3.75K Hold
21
– – ﹤0.01% 447
2024
Q4 		$3.95K Buy
+21
New +$4.17K ﹤0.01% 436

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Richards, Merrill & Peterson's MTB Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 21 shares — an estimated $3.75K sold.

Richards, Merrill & Peterson first reported a position in MTB in Q4 2024 and held it in 2 quarters. The position peaked at $3.95K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 21 M&T Bank shares in Q2 2025, an estimated $3.75K.
  • Richards, Merrill & Peterson first reported a position in M&T Bank in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's M&T Bank position peaked at $3.95K in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.