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Capital A Wealth Management’s M&T Bank MTB Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-6
Closed -$1.07K – 699
2025
Q1 		$1.07K Hold
6
– – ﹤0.01% 525
2024
Q4 		$1.13K Buy
+6
New +$1.19K ﹤0.01% 544

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital A Wealth Management's MTB Position: Q2 2025 in Review

Capital A Wealth Management sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 6 shares — an estimated $1.07K sold.

Capital A Wealth Management first reported a position in MTB in Q4 2024 and held it in 2 quarters. The position peaked at $1.13K in Q4 2024. 1,024 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

  • Capital A Wealth Management reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 M&T Bank shares in Q2 2025, an estimated $1.07K.
  • Capital A Wealth Management first reported a position in M&T Bank in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's M&T Bank position peaked at $1.13K in Q4 2024.
  • 1,024 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.