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Silver Oak Securities’s M&T Bank MTB Stock Holding History

Silver Oak Securities’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
-3,058
Closed -$593K – 798
2025
Q2 		$593K Buy
3,058
+184
+6% +$32.5K 0.05% 369
2025
Q1 		$504K Sell
2,874
-511
-15% -$96.9K 0.05% 373
2024
Q4 		$638K Buy
3,385
+2,407
+246% +$478K 0.06% 329
2024
Q3 		$172K Buy
+978
New +$162K 0.02% 505

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

Silver Oak Securities's MTB Position: Q3 2025 in Review

Silver Oak Securities sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 3,058 shares — an estimated $593K sold.

Silver Oak Securities first reported a position in MTB in Q3 2024 and held it in 4 quarters. The position peaked at $638K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • Silver Oak Securities reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 3,058 M&T Bank shares in Q3 2025, an estimated $593K.
  • Silver Oak Securities first reported a position in M&T Bank in Q3 2024 and held it in 4 quarters.
  • Silver Oak Securities's M&T Bank position peaked at $638K in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.