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Wood Tarver Financial Group’s M&T Bank MTB Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-7
Closed -$1K – 453
2025
Q2 		$1K Hold
7
– – ﹤0.01% 555
2025
Q1 		$1.25K Sell
7
-151
-96% -$28.6K ﹤0.01% 560
2024
Q4 		$29K Buy
+158
New +$31.4K 0.01% 315

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

Wood Tarver Financial Group's MTB Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 7 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in MTB in Q4 2024 and held it in 3 quarters. The position peaked at $29K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 7 M&T Bank shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in M&T Bank in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's M&T Bank position peaked at $29K in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.