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WR Wealth Planners’s M&T Bank MTB Stock Holding History

WR Wealth Planners’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
Q4 		$13.9K Buy
74
+34
+85% +$6.76K ﹤0.01% 541
2024
Q3 		$7.13K Hold
40
– – ﹤0.01% 682
2024
Q2 		$6.05K Buy
40
+24
+150% +$3.51K ﹤0.01% 686
2024
Q1 		$2.33K Buy
+16
New +$2.22K ﹤0.01% 850

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

WR Wealth Planners's MTB Position: Q4 2024 in Review

WR Wealth Planners increased its M&T Bank (MTB) stake by 85% in Q4 2024, buying an estimated $6.76K and bringing the position to 74 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

WR Wealth Planners first reported a position in MTB in Q1 2024 and has held it in 4 quarters since. 1,043 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • WR Wealth Planners held 74 shares of M&T Bank worth $13.9K as of Q4 2024.
  • WR Wealth Planners bought 34 M&T Bank shares in Q4 2024, an estimated $6.76K.
  • M&T Bank made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #541 holding.
  • WR Wealth Planners first reported a position in M&T Bank in Q1 2024 and has held it in 4 quarters since.
  • 1,043 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.