Capstone Investment Advisors
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Capstone Investment Advisors’s M&T Bank MTB Stock Holding History

Capstone Investment Advisors’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 		– Sell
-1,626
Closed -$356K – 1824
2026
Q1 		$336K Buy
+1,626
New +$350K ﹤0.01% 1315
2025
Q3 		– Sell
-1,133
Closed -$222K – 2005
2025
Q2 		$220K Buy
+1,133
New +$200K ﹤0.01% 1502
2025
Q1 		– Sell
-4,018
Closed -$762K – 1714
2024
Q4 		$755K Buy
4,018
+3,072
+325% +$611K ﹤0.01% 1162
2024
Q3 		$169K Sell
946
-3,655
-79% -$606K ﹤0.01% 1624
2024
Q2 		$696K Sell
4,601
-5,144
-53% -$752K ﹤0.01% 1142
2024
Q1 		$1.42M Buy
9,745
+2,767
+40% +$383K 0.01% 954
2023
Q4 		$957K Sell
6,978
-3,629
-34% -$456K ﹤0.01% 1069
2023
Q3 		$1.34M Buy
10,607
+1,422
+15% +$185K 0.01% 881
2023
Q2 		$1.14M Buy
9,185
+408
+5% +$49.4K 0.01% 828
2023
Q1 		$1.05M Buy
8,777
+3,162
+56% +$459K 0.01% 779
2022
Q4 		$815K Buy
+5,615
New +$923K 0.01% 995
2022
Q1 		– Sell
-2,095
Closed -$369K – 2123
2021
Q4 		$322K Sell
2,095
-1,790
-46% -$275K ﹤0.01% 1523
2021
Q3 		$580K Sell
3,885
-161,999
-98% -$22.5M ﹤0.01% 1532
2021
Q2 		$24.1M Buy
165,884
+165,273
+27,050% +$25.8M 0.05% 307
2021
Q1 		$93K Buy
+611
New +$90.1K ﹤0.01% 1551
2020
Q4 		– Sell
-1,480
Closed -$169K – 1728
2020
Q3 		$136K Buy
+1,480
New +$151K ﹤0.01% 1317
2017
Q4 		– Sell
-2,601
Closed -$418K – 602
2017
Q3 		$418K Buy
+2,601
New +$409K 0.01% 339

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's MTB Position: Q2 2026 in Review

Capstone Investment Advisors sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 1,626 shares — an estimated $356K sold.

Capstone Investment Advisors first reported a position in MTB in Q3 2017 and held it in 17 quarters. The position peaked at $24.1M in Q2 2021. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Capstone Investment Advisors reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,626 M&T Bank shares in Q2 2026, an estimated $356K.
  • Capstone Investment Advisors first reported a position in M&T Bank in Q3 2017 and held it in 17 quarters.
  • Capstone Investment Advisors's M&T Bank position peaked at $24.1M in Q2 2021.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.