Capstone Investment Advisors
MTB icon

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Investment Advisors's MTB Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in M&T Bank (MTB) in Q1 2026: 1,626 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in MTB as recently as Q2 2025.

Capstone Investment Advisors first reported a position in MTB in Q3 2017 and has held it in 17 quarters since. The position peaked at $24.1M in Q2 2021. 1,108 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Capstone Investment Advisors held 1,626 shares of M&T Bank worth $336K as of Q1 2026.
  • M&T Bank was a new Capstone Investment Advisors position in Q1 2026.
  • M&T Bank made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1315 holding.
  • Capstone Investment Advisors first reported a position in M&T Bank in Q3 2017 and has held it in 17 quarters since.
  • Capstone Investment Advisors's M&T Bank position peaked at $24.1M in Q2 2021.
  • 1,108 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.