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Synergy Asset Management’s M&T Bank MTB Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-10,221
Closed -$1.83M – 557
2024
Q4 		$1.83M Buy
10,221
+1,083
+12% +$215K 0.14% 89
2024
Q3 		$1.63M Sell
9,138
-10,057
-52% -$1.67M 0.25% 66
2024
Q2 		$2.91M Buy
19,195
+317
+2% +$46.3K 0.45% 52
2024
Q1 		$2.75M Buy
+18,878
New +$2.62M 0.47% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Synergy Asset Management's MTB Position: Q1 2025 in Review

Synergy Asset Management sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 10,221 shares — an estimated $1.83M sold.

Synergy Asset Management first reported a position in MTB in Q1 2024 and held it in 4 quarters. The position peaked at $2.91M in Q2 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Synergy Asset Management reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 10,221 M&T Bank shares in Q1 2025, an estimated $1.83M.
  • Synergy Asset Management first reported a position in M&T Bank in Q1 2024 and held it in 4 quarters.
  • Synergy Asset Management's M&T Bank position peaked at $2.91M in Q2 2024.
  • 1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.