Private Capital Group’s M&T Bank MTB Stock Holding History

Private Capital Group’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
2022 Q2	$77K	Buy	484 +468	+2,925%	+$78.6K	0.06%	332
2022 Q1	$3K	Hold	16	–	–	﹤0.01%	1691
2021 Q4	$3K	Hold	16	–	–	﹤0.01%	1700
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	1867
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	1856
2021 Q1	$2K	Sell	16 -210	-93%	-$31K	﹤0.01%	1770
2020 Q4	$29K	Sell	226 -35	-13%	-$3.99K	0.01%	1030
2020 Q3	$24K	Buy	261 +35	+15%	+$3.58K	0.01%	1021
2020 Q2	$23K	Hold	226	–	–	0.01%	1046
2020 Q1	$23K	Hold	226	–	–	0.01%	962
2019 Q4	$38K	Sell	226 -375	-62%	-$60.9K	0.01%	855
2019 Q3	$95K	Sell	601 -12	-2%	-$1.89K	0.02%	498
2019 Q2	$104K	Sell	613 -13	-2%	-$2.15K	0.02%	379
2019 Q1	$98K	Sell	626 -236	-27%	-$38.8K	0.02%	478
2018 Q4	$123K	Buy	862 +49	+6%	+$7.83K	0.03%	331
2018 Q3	$133K	Buy	813 +200	+33%	+$34.7K	0.03%	346
2018 Q2	$104K	Hold	613	–	–	0.02%	404
2018 Q1	$113K	Sell	613 -4,387	-88%	-$818K	0.03%	372
2017 Q4	$103	Buy	+5,000	New	+$830K	0.02%	394

Other funds holding MTB

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Group's MTB Position: Q2 2022 in Review

Private Capital Group increased its M&T Bank (MTB) stake by 2,925% in Q2 2022, buying an estimated $78.6K and bringing the position to 484 shares worth $77K. The position accounts for 0.06% of the portfolio, ranked #332.

Private Capital Group first reported a position in MTB in Q4 2017 and has held it in 19 quarters since. The position peaked at $133K in Q3 2018. 886 funds tracked by Wall St. Rank hold MTB as of Q2 2022.

Private Capital Group held 484 shares of M&T Bank worth $77K as of Q2 2022.
Private Capital Group bought 468 M&T Bank shares in Q2 2022, an estimated $78.6K.
M&T Bank made up 0.06% of Private Capital Group's portfolio in Q2 2022, its #332 holding.
Private Capital Group first reported a position in M&T Bank in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's M&T Bank position peaked at $133K in Q3 2018.
886 funds tracked by Wall St. Rank held M&T Bank as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.