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Angel Oak Capital Advisors’s M&T Bank MTB Stock Holding History

Angel Oak Capital Advisors’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
2026
Q2 		$1.43M Sell
6,000
-1,400
-19% -$306K 1.8% 12
2026
Q1 		$1.53M Buy
7,400
+500
+7% +$108K 1.7% 9
2025
Q4 		$1.39M Buy
6,900
+2,900
+73% +$554K 2.02% 12
2025
Q3 		$790K Hold
4,000
– – 0.62% 21
2025
Q2 		$776K Hold
4,000
– – 1.1% 25
2025
Q1 		$715K Buy
+4,000
New +$759K 0.95% 22

Other funds holding MTB

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Angel Oak Capital Advisors's MTB Position: Q2 2026 in Review

Angel Oak Capital Advisors reduced its M&T Bank (MTB) stake by 19% in Q2 2026, selling an estimated $306K and leaving 6,000 shares worth $1.43M. The position accounts for 1.8% of the portfolio, ranked #12.

Angel Oak Capital Advisors first reported a position in MTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2026. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Angel Oak Capital Advisors held 6,000 shares of M&T Bank worth $1.43M as of Q2 2026.
  • Angel Oak Capital Advisors sold 1,400 M&T Bank shares in Q2 2026, an estimated $306K.
  • M&T Bank made up 1.8% of Angel Oak Capital Advisors's portfolio in Q2 2026, its #12 holding.
  • Angel Oak Capital Advisors first reported a position in M&T Bank in Q1 2025 and has held it in 6 quarters since.
  • Angel Oak Capital Advisors's M&T Bank position peaked at $1.53M in Q1 2026.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.