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
Q1 		$227K Sell
1,100
-600
-35% -$129K ﹤0.01% 1488
2025
Q4 		$343K Sell
1,700
-1,000
-37% -$191K ﹤0.01% 1293
2025
Q3 		$534K Buy
2,700
+500
+23% +$98.1K ﹤0.01% 1331
2025
Q2 		$427K Sell
2,200
-1,600
-42% -$282K ﹤0.01% 1211
2025
Q1 		$679K Sell
3,800
-2,400
-39% -$455K ﹤0.01% 1004
2024
Q4 		$1.17M Buy
6,200
+2,200
+55% +$437K ﹤0.01% 1015
2024
Q3 		$712K Sell
4,000
-19,200
-83% -$3.18M ﹤0.01% 1093
2024
Q2 		$3.51M Buy
23,200
+21,100
+1,005% +$3.08M 0.01% 554
2024
Q1 		$305K Buy
2,100
+500
+31% +$69.3K ﹤0.01% 1830
2023
Q4 		$219K Sell
1,600
-1,900
-54% -$239K ﹤0.01% 1747
2023
Q3 		$443K Buy
3,500
+400
+13% +$52.2K ﹤0.01% 1389
2023
Q2 		$384K Buy
3,100
+200
+7% +$24.2K ﹤0.01% 1283
2023
Q1 		$347K Sell
2,900
-2,600
-47% -$377K ﹤0.01% 1126
2022
Q4 		$798K Hold
5,500
– – 0.01% 1002
2022
Q3 		$970K Buy
5,500
+500
+10% +$88.5K 0.01% 1044
2022
Q2 		$797K Sell
5,000
-6,000
-55% -$1.01M ﹤0.01% 1094
2022
Q1 		$1.86M Sell
11,000
-6,000
-35% -$1.06M 0.01% 1091
2021
Q4 		$2.61M Buy
17,000
+300
+2% +$46.1K ﹤0.01% 1040
2021
Q3 		$2.49M Buy
16,700
+7,300
+78% +$1.01M ﹤0.01% 1112
2021
Q2 		$1.37M Buy
9,400
+1,900
+25% +$297K ﹤0.01% 1147
2021
Q1 		$1.14M Sell
7,500
-800
-10% -$118K ﹤0.01% 1081
2020
Q4 		$1.06M Buy
8,300
+900
+12% +$102K ﹤0.01% 1063
2020
Q3 		$681K Buy
7,400
+4,300
+139% +$440K ﹤0.01% 1113
2020
Q2 		$322K Buy
+3,100
New +$327K ﹤0.01% 1163
2020
Q1 		– Sell
-2,400
Closed -$407K – 1307
2019
Q4 		$407K Sell
2,400
-1,200
-33% -$195K ﹤0.01% 1183
2019
Q3 		$569K Buy
3,600
+1,600
+80% +$252K ﹤0.01% 1065
2019
Q2 		$340K Buy
2,000
+900
+82% +$149K ﹤0.01% 1182
2019
Q1 		$173K Buy
+1,100
New +$181K ﹤0.01% 1159

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 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. 1,106 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.
  • 1,106 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.