Vision Retirement’s M&T Bank MTB Stock Holding History

Vision Retirement’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
2026 Q1	–	Sell	-369	Closed	-$79.4K	–	667
2025 Q4	$74.3K	Buy	+369	New	+$70.5K	0.02%	187

Other funds holding MTB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vision Retirement's MTB Position: Q1 2026 in Review

Vision Retirement sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 369 shares — an estimated $79.4K sold.

Vision Retirement first reported a position in MTB in Q4 2025 and held it in 1 quarter. The position peaked at $74.3K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Vision Retirement reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Vision Retirement sold 369 M&T Bank shares in Q1 2026, an estimated $79.4K.
Vision Retirement first reported a position in M&T Bank in Q4 2025 and held it in 1 quarter.
Vision Retirement's M&T Bank position peaked at $74.3K in Q4 2025.
1,109 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Vision Retirement's 13F filing for Q1 2026, filed 7 May 2026.