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O'Rourke & Company’s M&T Bank MTB Stock Holding History

O'Rourke & Company’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
-1,070
Closed -$208K – 167
2025
Q2 		$208K Buy
+1,070
New +$189K 0.1% 149
2025
Q1 		– Sell
-1,070
Closed -$201K – 153
2024
Q4 		$201K Buy
+1,070
New +$213K 0.1% 146
2022
Q4 		– Sell
-1,349
Closed -$238K – 137
2022
Q3 		$238K Buy
+1,349
New +$239K 0.21% 103

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

O'Rourke & Company's MTB Position: Q3 2025 in Review

O'Rourke & Company sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 1,070 shares — an estimated $208K sold.

O'Rourke & Company first reported a position in MTB in Q3 2022 and held it in 3 quarters. The position peaked at $238K in Q3 2022. 1,054 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

  • O'Rourke & Company reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
  • O'Rourke & Company sold 1,070 M&T Bank shares in Q3 2025, an estimated $208K.
  • O'Rourke & Company first reported a position in M&T Bank in Q3 2022 and held it in 3 quarters.
  • O'Rourke & Company's M&T Bank position peaked at $238K in Q3 2022.
  • 1,054 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on O'Rourke & Company's 13F filing for Q3 2025, filed 22 Oct 2025.