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Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

MTB holding history

M&T Bank Corp in every 13F filed by Baron Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MTB overviewAll 13F holders of MTBFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2022
Holdings of MTB by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,674−100.0%Sold outHolders
Q3 20241,674$298.2K0.1%−172−9.3%ReducedHolders
Q2 20241,846$279.4K0.1%+22+1.2%AddedHolders
Q1 20241,824$265.3K0.1%+1,824NewHolders
Q1 20230$00.0%−1,650−100.0%Sold outHolders
Q4 20221,650$239.3K0.2%–No prior filingHolders