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Venturi Wealth Management’s M&T Bank MTB Stock Holding History

Venturi Wealth 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
-619
Closed -$116K – 1367
2024
Q4 		$116K Buy
619
+131
+27% +$26K 0.01% 709
2024
Q3 		$86.9K Buy
488
+198
+68% +$32.8K ﹤0.01% 604
2024
Q2 		$43.9K Buy
290
+193
+199% +$28.2K ﹤0.01% 704
2024
Q1 		$14.1K Buy
97
+36
+59% +$4.99K ﹤0.01% 839
2023
Q4 		$8.36K Buy
61
+24
+65% +$3.02K ﹤0.01% 911
2023
Q3 		$4.68K Buy
37
+34
+1,133% +$4.43K ﹤0.01% 1000
2023
Q2 		$372 Buy
+3
New +$363 ﹤0.01% 1097

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

Venturi Wealth Management's MTB Position: Q1 2025 in Review

Venturi Wealth Management sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 619 shares — an estimated $116K sold.

Venturi Wealth Management first reported a position in MTB in Q2 2023 and held it in 7 quarters. The position peaked at $116K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Venturi Wealth Management reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 619 M&T Bank shares in Q1 2025, an estimated $116K.
  • Venturi Wealth Management first reported a position in M&T Bank in Q2 2023 and held it in 7 quarters.
  • Venturi Wealth Management's M&T Bank position peaked at $116K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.