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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
Q2 		$11.4K Buy
+48
New +$10.5K ﹤0.01% 832
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

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's MTB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in M&T Bank (MTB) in Q2 2026: 48 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MTB as recently as Q4 2025.

Cape Investment Advisory first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Cape Investment Advisory held 48 shares of M&T Bank worth $11.4K as of Q2 2026.
  • M&T Bank was a new Cape Investment Advisory position in Q2 2026.
  • M&T Bank made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #832 holding.
  • Cape Investment Advisory first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.