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Rise Advisors’s M&T Bank MTB Stock Holding History

Rise Advisors’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
-109
Closed -$21.6K – 949
2025
Q3 		$21.6K Buy
109
+1
+0.9% +$196 0.01% 534
2025
Q2 		$21K Hold
108
– – 0.01% 505
2025
Q1 		$19.3K Sell
108
-10
-8% -$1.9K 0.01% 514
2024
Q4 		$22.2K Buy
118
+1
+0.9% +$199 0.01% 587
2024
Q3 		$20.8K Buy
117
+1
+0.9% +$166 0.01% 656
2024
Q2 		$17.6K Buy
116
+2
+2% +$292 0.01% 712
2024
Q1 		$16.6K Buy
+114
New +$15.8K 0.01% 785

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

Rise Advisors's MTB Position: Q4 2025 in Review

Rise Advisors sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 109 shares — an estimated $21.6K sold.

Rise Advisors first reported a position in MTB in Q1 2024 and held it in 7 quarters. The position peaked at $22.2K in Q4 2024. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Rise Advisors reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 109 M&T Bank shares in Q4 2025, an estimated $21.6K.
  • Rise Advisors first reported a position in M&T Bank in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's M&T Bank position peaked at $22.2K in Q4 2024.
  • 1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.