Park Circle Company’s M&T Bank MTB Stock Holding History

Park Circle 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
2024 Q1	–	Sell	-12,600	Closed	-$1.73M	–	115
2023 Q4	$1.73M	Buy	+12,600	New	+$1.58M	1.55%	16

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Park Circle Company's MTB Position: Q2 2025 in Review

Park Circle Company sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 3,341 shares — an estimated $597K sold.

Park Circle Company first reported a position in MTB in Q2 2022 and held it in 12 quarters. The position peaked at $1.75M in Q4 2023. 1,022 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Park Circle Company reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Park Circle Company sold 3,341 M&T Bank shares in Q2 2025, an estimated $597K.
Park Circle Company first reported a position in M&T Bank in Q2 2022 and held it in 12 quarters.
Park Circle Company's M&T Bank position peaked at $1.75M in Q4 2023.
1,022 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Park Circle Company's 13F filing for Q2 2025, filed 23 Jul 2025.