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Cape Investment Advisory’s M&T Bank MTB Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-49
Closed -$9.87K – 824
2025
Q4 		$9.87K Sell
49
-1
-2% -$191 ﹤0.01% 762
2025
Q3 		$9.88K Buy
50
+6
+14% +$1.18K 0.01% 414
2025
Q2 		$8.54K Hold
44
– – ﹤0.01% 661
2025
Q1 		$7.87K Hold
44
– – ﹤0.01% 646
2024
Q4 		$8.27K Buy
+44
New +$8.75K ﹤0.01% 626

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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

Cape Investment Advisory's MTB Position: Q1 2026 in Review

Cape Investment Advisory sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 49 shares — an estimated $9.87K sold.

Cape Investment Advisory first reported a position in MTB in Q4 2024 and held it in 5 quarters. The position peaked at $9.88K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Cape Investment Advisory reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 49 M&T Bank shares in Q1 2026, an estimated $9.87K.
  • Cape Investment Advisory first reported a position in M&T Bank in Q4 2024 and held it in 5 quarters.
  • Cape Investment Advisory's M&T Bank position peaked at $9.88K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.