Caldwell Sutter Capital
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Caldwell Sutter Capital’s M&T Bank MTB Stock Holding History

Caldwell Sutter Capital’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
Q3 		$10.9K Hold
50
– – ﹤0.01% 598
2026
Q2 		$11.9K Hold
50
– – ﹤0.01% 584
2026
Q1 		$10.3K Hold
50
– – ﹤0.01% 553
2025
Q4 		$10.1K Hold
50
– – ﹤0.01% 548
2025
Q3 		$9.9K Hold
50
– – ﹤0.01% 553
2025
Q2 		$9.7K Buy
+50
New +$8.82K ﹤0.01% 539

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Caldwell Sutter Capital's MTB Position: Q3 2026 in Review

Caldwell Sutter Capital held its M&T Bank (MTB) position steady in Q3 2026 at 50 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Caldwell Sutter Capital first reported a position in MTB in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.9K in Q2 2026. 755 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Caldwell Sutter Capital held 50 shares of M&T Bank worth $10.9K as of Q3 2026.
  • Caldwell Sutter Capital left its M&T Bank share count unchanged in Q3 2026.
  • M&T Bank made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #598 holding.
  • Caldwell Sutter Capital first reported a position in M&T Bank in Q2 2025 and has held it in 6 quarters since.
  • Caldwell Sutter Capital's M&T Bank position peaked at $11.9K in Q2 2026.
  • 755 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.