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Capital Management Associates Inc’s M&T Bank MTB Stock Holding History

Capital Management Associates Inc’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 		$243K Hold
1,019
– – 0.05% 140
2026
Q1 		$211K Hold
1,019
– – 0.05% 145
2025
Q4 		$205K Hold
1,019
– – 0.05% 154
2025
Q3 		$201K Buy
+1,019
New +$200K 0.05% 136
2025
Q2 		– Sell
-2,038
Closed -$364K – 134
2025
Q1 		$364K Buy
+2,038
New +$387K 0.08% 95

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CF
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AT
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ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
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

Capital Management Associates Inc's MTB Position: Q2 2026 in Review

Capital Management Associates Inc held its M&T Bank (MTB) position steady in Q2 2026 at 1,019 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #140.

Capital Management Associates Inc first reported a position in MTB in Q1 2025 and has held it in 5 quarters since. The position peaked at $364K in Q1 2025. 255 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Capital Management Associates Inc held 1,019 shares of M&T Bank worth $243K as of Q2 2026.
  • Capital Management Associates Inc left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.05% of Capital Management Associates Inc's portfolio in Q2 2026, its #140 holding.
  • Capital Management Associates Inc first reported a position in M&T Bank in Q1 2025 and has held it in 5 quarters since.
  • Capital Management Associates Inc's M&T Bank position peaked at $364K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.