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

Capital Advisors Ltd’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 		$17K Hold
70
– – ﹤0.01% 735
2026
Q1 		$14K Hold
70
– – ﹤0.01% 753
2025
Q4 		$14K Hold
70
– – ﹤0.01% 738
2025
Q3 		$14K Hold
70
– – ﹤0.01% 729
2025
Q2 		$14K Hold
70
– – ﹤0.01% 711
2025
Q1 		$13K Hold
70
– – ﹤0.01% 715
2024
Q4 		$13K Hold
70
– – ﹤0.01% 725
2024
Q3 		$12K Hold
70
– – ﹤0.01% 735
2024
Q2 		$11K Buy
70
+1
+1% +$146 ﹤0.01% 735
2024
Q1 		$10K Buy
69
+5
+8% +$693 ﹤0.01% 719
2023
Q4 		$9K Buy
64
+12
+23% +$1.51K ﹤0.01% 714
2023
Q3 		$7K Buy
52
+8
+18% +$1.04K ﹤0.01% 741
2023
Q2 		$5K Buy
+44
New +$5.32K ﹤0.01% 844
2023
Q1 		– Sell
-4
Closed -$1K – 1423
2022
Q4 		$1K Sell
4
-35
-90% -$5.75K ﹤0.01% 1038
2022
Q3 		$7K Buy
39
+27
+225% +$4.78K ﹤0.01% 583
2022
Q2 		$2K Buy
12
+8
+200% +$1.34K ﹤0.01% 679
2022
Q1 		$1K Buy
4
+1
+33% +$176 ﹤0.01% 753
2021
Q4 		$0 Buy
+3
New +$461 ﹤0.01% 887

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

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

Capital Advisors Ltd held its M&T Bank (MTB) position steady in Q2 2026 at 70 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Capital Advisors Ltd first reported a position in MTB in Q4 2021 and has held it in 18 quarters since. 233 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Capital Advisors Ltd held 70 shares of M&T Bank worth $17K as of Q2 2026.
  • Capital Advisors Ltd left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #735 holding.
  • Capital Advisors Ltd first reported a position in M&T Bank in Q4 2021 and has held it in 18 quarters since.
  • 233 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.