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

Aptus 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 		$1.25M Sell
5,263
-561
-10% -$123K 0.01% 584
2026
Q1 		$1.2M Buy
5,824
+1,506
+35% +$324K 0.01% 552
2025
Q4 		$870K Sell
4,318
-52
-1% -$9.94K 0.01% 612
2025
Q3 		$864K Sell
4,370
-1,361
-24% -$267K 0.01% 579
2025
Q2 		$1.11M Buy
5,731
+1,752
+44% +$309K 0.01% 513
2025
Q1 		$711K Sell
3,979
-94
-2% -$17.8K 0.01% 571
2024
Q4 		$766K Buy
4,073
+2,001
+97% +$398K 0.01% 538
2024
Q3 		$369K Buy
2,072
+114
+6% +$18.9K 0.01% 615
2024
Q2 		$296K Buy
1,958
+109
+6% +$15.9K 0.01% 627
2024
Q1 		$269K Buy
1,849
+318
+21% +$44.1K 0.01% 658
2023
Q4 		$210K Sell
1,531
-111
-7% -$13.9K 0.01% 543
2023
Q3 		$208K Buy
+1,642
New +$214K 0.01% 562
2022
Q4 		– Sell
-1,148
Closed -$202K – 831
2022
Q3 		$202K Buy
+1,148
New +$203K ﹤0.01% 440

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

Aptus Capital Advisors's MTB Position: Q2 2026 in Review

Aptus Capital Advisors reduced its M&T Bank (MTB) stake by 9.6% in Q2 2026, selling an estimated $123K and leaving 5,263 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #584.

Aptus Capital Advisors first reported a position in MTB in Q3 2022 and has held it in 13 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Aptus Capital Advisors held 5,263 shares of M&T Bank worth $1.25M as of Q2 2026.
  • Aptus Capital Advisors sold 561 M&T Bank shares in Q2 2026, an estimated $123K.
  • M&T Bank made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #584 holding.
  • Aptus Capital Advisors first reported a position in M&T Bank in Q3 2022 and has held it in 13 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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