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Sage Mountain Advisors’s M&T Bank MTB Stock Holding History

Sage Mountain 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
-1,877
Closed -$371K – 587
2025
Q3 		$371K Buy
1,877
+724
+63% +$142K 0.02% 333
2025
Q2 		$224K Buy
+1,153
New +$203K 0.01% 392

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

Sage Mountain Advisors's MTB Position: Q4 2025 in Review

Sage Mountain Advisors sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 1,877 shares — an estimated $371K sold.

Sage Mountain Advisors first reported a position in MTB in Q2 2025 and held it in 2 quarters. The position peaked at $371K in Q3 2025. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Sage Mountain Advisors reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,877 M&T Bank shares in Q4 2025, an estimated $371K.
  • Sage Mountain Advisors first reported a position in M&T Bank in Q2 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's M&T Bank position peaked at $371K in Q3 2025.
  • 1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.