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Parkworth Wealth Management’s M&T Bank MTB Stock Holding History

Parkworth Wealth Management’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
Q2 		$1.36K Buy
7
+5
+250% +$882 ﹤0.01% 342
2025
Q1 		$358 Hold
2
– – ﹤0.01% 526
2024
Q4 		$376 Buy
+2
New +$398 ﹤0.01% 518

Other funds holding MTB

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

Parkworth Wealth Management's MTB Position: Q2 2025 in Review

Parkworth Wealth Management increased its M&T Bank (MTB) stake by 250% in Q2 2025, buying an estimated $882 and bringing the position to 7 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Parkworth Wealth Management first reported a position in MTB in Q4 2024 and has held it in 3 quarters since. 1,022 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

  • Parkworth Wealth Management held 7 shares of M&T Bank worth $1.36K as of Q2 2025.
  • Parkworth Wealth Management bought 5 M&T Bank shares in Q2 2025, an estimated $882.
  • M&T Bank made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #342 holding.
  • Parkworth Wealth Management first reported a position in M&T Bank in Q4 2024 and has held it in 3 quarters since.
  • 1,022 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.