Winch Advisory Services’s M&T Bank MTB Stock Holding History

Winch Advisory Services’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	-49	Closed	-$9.21K	–	527
2024 Q4	$9.21K	Buy	+49	New	+$9.74K	﹤0.01%	299

Other funds holding MTB

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Winch Advisory Services's MTB Position: Q1 2025 in Review

Winch Advisory Services sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 49 shares — an estimated $9.21K sold.

Winch Advisory Services first reported a position in MTB in Q4 2024 and held it in 1 quarter. The position peaked at $9.21K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

Winch Advisory Services reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 49 M&T Bank shares in Q1 2025, an estimated $9.21K.
Winch Advisory Services first reported a position in M&T Bank in Q4 2024 and held it in 1 quarter.
Winch Advisory Services's M&T Bank position peaked at $9.21K in Q4 2024.
1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.