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SVB Wealth’s M&T Bank MTB Stock Holding History

SVB Wealth’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
Q2 		– Sell
-809
Closed -$145K – 1183
2025
Q1 		$145K Buy
+809
New +$153K 0.01% 353
2024
Q2 		– Sell
-2,093
Closed -$304K – 798
2024
Q1 		$304K Sell
2,093
-145
-6% -$20.1K 0.01% 627
2023
Q4 		$307K Buy
+2,238
New +$281K 0.01% 623
2023
Q2 		– Sell
-1,853
Closed -$222K – 976
2023
Q1 		$222K Sell
1,853
-406
-18% -$58.9K ﹤0.01% 845
2022
Q4 		$328K Sell
2,259
-851
-27% -$140K ﹤0.01% 712
2022
Q3 		$548K Buy
+3,110
New +$550K 0.01% 506
2017
Q4 		– Sell
-2,685
Closed -$432K – 491
2017
Q3 		$432K Buy
2,685
+4
+0.1% +$629 0.02% 365
2017
Q2 		$434K Buy
2,681
+67
+3% +$10.6K 0.02% 372
2017
Q1 		$404K Sell
2,614
-30
-1% -$4.86K 0.02% 380
2016
Q4 		$414K Sell
2,644
-660
-20% -$89.3K 0.02% 374
2016
Q3 		$384K Buy
+3,304
New +$384K 0.02% 377

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 $3.37T AUM 44.26% 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

SVB Wealth's MTB Position: Q2 2025 in Review

SVB Wealth sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 809 shares — an estimated $145K sold.

SVB Wealth first reported a position in MTB in Q3 2016 and held it in 11 quarters. The position peaked at $548K in Q3 2022. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

  • SVB Wealth reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 809 M&T Bank shares in Q2 2025, an estimated $145K.
  • SVB Wealth first reported a position in M&T Bank in Q3 2016 and held it in 11 quarters.
  • SVB Wealth's M&T Bank position peaked at $548K in Q3 2022.
  • 1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.