SC
MTB icon

Stephens Consulting’s M&T Bank MTB Stock Holding History

Stephens Consulting’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
-4
Closed -$776 – 884
2025
Q2 		$776 Buy
+4
New +$706 ﹤0.01% 763
2023
Q4 		– Sell
-23
Closed -$2.91K – 498
2023
Q3 		$2.91K Hold
23
– – ﹤0.01% 413
2023
Q2 		$2.85K Hold
23
– – ﹤0.01% 424
2023
Q1 		$2.75K Hold
23
– – ﹤0.01% 438
2022
Q4 		$3.34K Hold
23
– – ﹤0.01% 404
2022
Q3 		$4.05K Hold
23
– – ﹤0.01% 433
2022
Q2 		$3.67K Buy
23
+12
+109% +$2.02K ﹤0.01% 431
2022
Q1 		$1.86K Hold
11
– – ﹤0.01% 507
2021
Q4 		$1.69K Buy
+11
New +$1.69K ﹤0.01% 631

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Stephens Consulting's MTB Position: Q3 2025 in Review

Stephens Consulting sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 4 shares — an estimated $776 sold.

Stephens Consulting first reported a position in MTB in Q4 2021 and held it in 9 quarters. The position peaked at $4.05K in Q3 2022. 1,053 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • Stephens Consulting reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 4 M&T Bank shares in Q3 2025, an estimated $776.
  • Stephens Consulting first reported a position in M&T Bank in Q4 2021 and held it in 9 quarters.
  • Stephens Consulting's M&T Bank position peaked at $4.05K in Q3 2022.
  • 1,053 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.