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 		$662K Sell
3,200
-2,500
-44% -$538K ﹤0.01% 1018
2025
Q4 		$1.15M Sell
5,700
-3,500
-38% -$669K ﹤0.01% 819
2025
Q3 		$1.82M Buy
9,200
+3,100
+51% +$608K ﹤0.01% 793
2025
Q2 		$1.18M Buy
6,100
+200
+3% +$35.3K ﹤0.01% 800
2025
Q1 		$1.05M Sell
5,900
-9,300
-61% -$1.76M ﹤0.01% 873
2024
Q4 		$2.86M Buy
15,200
+3,200
+27% +$636K 0.01% 727
2024
Q3 		$2.14M Buy
12,000
+1,100
+10% +$182K 0.01% 714
2024
Q2 		$1.65M Buy
10,900
+3,000
+38% +$438K 0.01% 795
2024
Q1 		$1.15M Buy
7,900
+600
+8% +$83.1K ﹤0.01% 1065
2023
Q4 		$1M Sell
7,300
-12,100
-62% -$1.52M ﹤0.01% 1050
2023
Q3 		$2.45M Buy
19,400
+500
+3% +$65.2K 0.01% 655
2023
Q2 		$2.34M Buy
18,900
+1,100
+6% +$133K 0.01% 597
2023
Q1 		$2.13M Sell
17,800
-800
-4% -$116K 0.01% 580
2022
Q4 		$2.7M Sell
18,600
-1,900
-9% -$312K 0.02% 598
2022
Q3 		$3.62M Buy
20,500
+900
+5% +$159K 0.02% 507
2022
Q2 		$3.12M Sell
19,600
-15,200
-44% -$2.55M 0.02% 580
2022
Q1 		$5.9M Sell
34,800
-66,300
-66% -$11.7M 0.02% 641
2021
Q4 		$15.5M Sell
101,100
-5,400
-5% -$829K 0.03% 495
2021
Q3 		$15.9M Buy
106,500
+37,900
+55% +$5.25M 0.03% 482
2021
Q2 		$9.97M Buy
68,600
+21,100
+44% +$3.3M 0.02% 535
2021
Q1 		$7.2M Buy
47,500
+40,800
+609% +$6.01M 0.02% 553
2020
Q4 		$853K Sell
6,700
-10,400
-61% -$1.18M ﹤0.01% 1124
2020
Q3 		$1.57M Buy
17,100
+6,600
+63% +$675K 0.01% 892
2020
Q2 		$1.09M Buy
+10,500
New +$1.11M 0.01% 897
2020
Q1 		– Sell
-5,700
Closed -$968K – 1308
2019
Q4 		$968K Sell
5,700
-2,000
-26% -$325K 0.01% 1013
2019
Q3 		$1.22M Buy
7,700
+4,400
+133% +$693K 0.01% 871
2019
Q2 		$561K Buy
3,300
+2,900
+725% +$481K ﹤0.01% 1086
2019
Q1 		$63K Buy
+400
New +$65.7K ﹤0.01% 1213

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 $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 $1.61T 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.