Unique Wealth Strategies’s M&T Bank MTB Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-1	Closed	-$145	–	502
2024 Q2	$145	Buy	+1	New	+$146	﹤0.01%	660

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Unique Wealth Strategies's MTB Position: Q3 2024 in Review

Unique Wealth Strategies sold out of M&T Bank (MTB) in Q3 2024, closing a stake of 1 share — an estimated $145 sold.

Unique Wealth Strategies first reported a position in MTB in Q2 2024 and held it in 1 quarter. The position peaked at $145 in Q2 2024. 941 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

Unique Wealth Strategies reported no remaining M&T Bank position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 1 M&T Bank share in Q3 2024, an estimated $145.
Unique Wealth Strategies first reported a position in M&T Bank in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's M&T Bank position peaked at $145 in Q2 2024.
941 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.