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Caprock Group’s M&T Bank MTB Stock Holding History

Caprock Group’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 		$3.95M Buy
16,608
+1,947
+13% +$426K 0.08% 217
2026
Q1 		$3.03M Buy
14,661
+6,568
+81% +$1.41M 0.07% 234
2025
Q4 		$1.63M Buy
8,093
+1,479
+22% +$283K 0.03% 448
2025
Q3 		$1.33M Buy
+6,614
New +$1.3M 0.03% 472
2025
Q1 		$1.95M Sell
10,930
-2,915
-21% -$553K 0.06% 299
2024
Q4 		$2.6M Buy
13,845
+3,114
+29% +$619K 0.09% 206
2024
Q3 		$1.91M Buy
10,731
+1,048
+11% +$174K 0.07% 243
2024
Q2 		$1.47M Buy
9,683
+3,970
+69% +$580K 0.06% 284
2024
Q1 		$835K Sell
5,713
-138
-2% -$19.1K 0.05% 283
2023
Q4 		$802K Sell
5,851
-212
-3% -$26.6K 0.05% 277
2023
Q3 		$767K Buy
6,063
+233
+4% +$30.4K 0.06% 261
2023
Q2 		$722K Buy
5,830
+1,661
+40% +$201K 0.05% 276
2023
Q1 		$499K Buy
4,169
+1,861
+81% +$270K 0.04% 362
2022
Q4 		$335K Sell
2,308
-78
-3% -$12.8K 0.03% 373
2022
Q3 		$421K Buy
2,386
+593
+33% +$105K 0.04% 318
2022
Q2 		$286K Buy
+1,793
New +$301K 0.03% 389

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 $3.37T AUM 44.26% 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

Caprock Group's MTB Position: Q2 2026 in Review

Caprock Group increased its M&T Bank (MTB) stake by 13% in Q2 2026, buying an estimated $426K and bringing the position to 16,608 shares worth $3.95M. The position accounts for 0.08% of the portfolio, ranked #217.

Caprock Group first reported a position in MTB in Q2 2022 and has held it in 16 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Caprock Group held 16,608 shares of M&T Bank worth $3.95M as of Q2 2026.
  • Caprock Group bought 1,947 M&T Bank shares in Q2 2026, an estimated $426K.
  • M&T Bank made up 0.08% of Caprock Group's portfolio in Q2 2026, its #217 holding.
  • Caprock Group first reported a position in M&T Bank in Q2 2022 and has held it in 16 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.