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Capital Analysts LLC’s M&T Bank MTB Stock Holding History

Capital Analysts LLC’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
2024
Q4 		– Sell
-7
Closed -$1K – 1351
2024
Q3 		$1K Hold
7
– – ﹤0.01% 1281
2024
Q2 		$1K Buy
+7
New +$1.02K ﹤0.01% 1167
2024
Q1 		– Sell
-7
Closed -$1K – 1135
2023
Q4 		$1K Buy
+7
New +$880 ﹤0.01% 1065
2022
Q4 		– Sell
-33
Closed -$6K – 1131
2022
Q3 		$6K Buy
+33
New +$5.84K ﹤0.01% 871
2015
Q2 		– Sell
-76
Closed -$9.74K – 392
2015
Q1 		$9.74K Hold
76
– – ﹤0.01% 347
2014
Q4 		$9.58K Buy
76
+1
+1% +$123 ﹤0.01% 349
2014
Q3 		$9.35K Hold
75
– – ﹤0.01% 342
2014
Q2 		$9.36K Buy
+75
New +$9.14K ﹤0.01% 339

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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

Capital Analysts LLC's MTB Position: Q4 2024 in Review

Capital Analysts LLC sold out of M&T Bank (MTB) in Q4 2024, closing a stake of 7 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in MTB in Q2 2014 and held it in 8 quarters. The position peaked at $9.74K in Q1 2015. 1,045 funds tracked by Wall St. Rank hold MTB as of Q4 2024.

  • Capital Analysts LLC reported no remaining M&T Bank position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 7 M&T Bank shares in Q4 2024, an estimated $1K.
  • Capital Analysts LLC first reported a position in M&T Bank in Q2 2014 and held it in 8 quarters.
  • Capital Analysts LLC's M&T Bank position peaked at $9.74K in Q1 2015.
  • 1,045 funds tracked by Wall St. Rank held M&T Bank as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.