Ridgewood Investments’s M&T Bank MTB Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-6	Closed	-$1.16K	–	503
2025 Q2	$1.16K	Hold	6	–	–	﹤0.01%	681
2025 Q1	$1.07K	Hold	6	–	–	﹤0.01%	632
2024 Q4	$1.13K	Sell	6 -18	-75%	-$3.58K	﹤0.01%	672
2024 Q3	$4.28K	Hold	24	–	–	﹤0.01%	605
2024 Q2	$3.7K	Buy	+24	New	+$3.51K	﹤0.01%	621
2023 Q3	–	Sell	-24	Closed	-$3.02K	–	543
2023 Q2	$3.02K	Sell	24 -2	-8%	-$242	﹤0.01%	655
2023 Q1	$3.16K	Buy	+26	New	+$3.77K	﹤0.01%	652

Other funds holding MTB

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ridgewood Investments's MTB Position: Q3 2025 in Review

Ridgewood Investments sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 6 shares — an estimated $1.16K sold.

Ridgewood Investments first reported a position in MTB in Q1 2023 and held it in 7 quarters. The position peaked at $4.28K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

Ridgewood Investments reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 6 M&T Bank shares in Q3 2025, an estimated $1.16K.
Ridgewood Investments first reported a position in M&T Bank in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's M&T Bank position peaked at $4.28K in Q3 2024.
1,056 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.