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CGC Financial Services’s M&T Bank MTB Stock Holding History

CGC Financial 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
Q3 		– Sell
-23
Closed -$4.46K – 349
2025
Q2 		$4.46K Hold
23
– – ﹤0.01% 257
2025
Q1 		$4.11K Sell
23
-87
-79% -$16.5K ﹤0.01% 250
2024
Q4 		$20.7K Hold
110
– – 0.01% 162
2024
Q3 		$19.6K Buy
+110
New +$18.2K 0.01% 165

Other funds holding MTB

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

CGC Financial Services's MTB Position: Q3 2025 in Review

CGC Financial Services sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 23 shares — an estimated $4.46K sold.

CGC Financial Services first reported a position in MTB in Q3 2024 and held it in 4 quarters. The position peaked at $20.7K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • CGC Financial Services reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
  • CGC Financial Services sold 23 M&T Bank shares in Q3 2025, an estimated $4.46K.
  • CGC Financial Services first reported a position in M&T Bank in Q3 2024 and held it in 4 quarters.
  • CGC Financial Services's M&T Bank position peaked at $20.7K in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on CGC Financial Services's 13F filing for Q3 2025, filed 24 Oct 2025.