CAPTRUST Financial Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.05M | Buy |
19,598
+240
| +1% | +$51.7K | 0.01% | 854 |
|
|
2025
Q4 | $3.9M | Buy |
19,358
+10,389
| +116% | +$1.98M | 0.01% | 759 |
|
|
2025
Q3 | $1.77M | Sell |
8,969
-244
| -3% | -$47.9K | ﹤0.01% | 1087 |
|
|
2025
Q2 | $1.79M | Sell |
9,213
-279
| -3% | -$49.2K | ﹤0.01% | 1024 |
|
|
2025
Q1 | $1.7M | Buy |
9,492
+351
| +4% | +$66.6K | ﹤0.01% | 981 |
|
|
2024
Q4 | $1.72M | Buy |
9,141
+1,380
| +18% | +$274K | ﹤0.01% | 946 |
|
|
2024
Q3 | $1.38M | Buy |
7,761
+270
| +4% | +$44.8K | ﹤0.01% | 1005 |
|
|
2024
Q2 | $1.13M | Sell |
7,491
-702
| -9% | -$103K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $1.19M | Sell |
8,193
-25,136
| -75% | -$3.48M | ﹤0.01% | 1033 |
|
|
2023
Q4 | $4.57M | Sell |
33,329
-9,402
| -22% | -$1.18M | 0.02% | 590 |
|
|
2023
Q3 | $5.4M | Buy |
42,731
+68
| +0.2% | +$8.87K | 0.02% | 488 |
|
|
2023
Q2 | $5.28M | Buy |
42,663
+10,003
| +31% | +$1.21M | 0.02% | 486 |
|
|
2023
Q1 | $3.91M | Buy |
32,660
+7,679
| +31% | +$1.11M | 0.02% | 532 |
|
|
2022
Q4 | $3.62M | Sell |
24,981
-1,623
| -6% | -$267K | 0.02% | 530 |
|
|
2022
Q3 | $4.69M | Sell |
26,604
-1,340
| -5% | -$237K | 0.03% | 415 |
|
|
2022
Q2 | $4.45M | Buy |
27,944
+1,501
| +6% | +$252K | 0.03% | 394 |
|
|
2022
Q1 | $4.48M | Buy |
26,443
+20,953
| +382% | +$3.69M | 0.03% | 388 |
|
|
2021
Q4 | $843K | Buy |
5,490
+198
| +4% | +$30.4K | 0.01% | 886 |
|
|
2021
Q3 | $790K | Buy |
5,292
+70
| +1% | +$9.7K | 0.01% | 844 |
|
|
2021
Q2 | $759K | Sell |
5,222
-571
| -10% | -$89.2K | 0.01% | 830 |
|
|
2021
Q1 | $878K | Buy |
5,793
+1,564
| +37% | +$231K | 0.01% | 748 |
|
|
2020
Q4 | $538K | Buy |
4,229
+468
| +12% | +$53.3K | 0.01% | 803 |
|
|
2020
Q3 | $347K | Sell |
3,761
-776
| -17% | -$79.3K | 0.01% | 823 |
|
|
2020
Q2 | $460K | Buy |
4,537
+53
| +1% | +$5.6K | 0.01% | 735 |
|
|
2020
Q1 | $430K | Buy |
4,484
+44
| +1% | +$6.47K | 0.01% | 625 |
|
|
2019
Q4 | $760K | Buy |
4,440
+2,315
| +109% | +$376K | 0.01% | 571 |
|
|
2019
Q3 | $336K | Sell |
2,125
-157
| -7% | -$24.7K | 0.01% | 475 |
|
|
2019
Q2 | $388K | Buy |
2,282
+770
| +51% | +$128K | 0.01% | 436 |
|
|
2019
Q1 | $237K | Buy |
1,512
+707
| +88% | +$116K | 0.01% | 484 |
|
|
2018
Q4 | $115K | Hold |
805
| – | – | 0.01% | 545 |
|
|
2018
Q3 | $132K | Sell |
805
-8
| -1% | -$1.39K | 0.01% | 521 |
|
|
2018
Q2 | $138K | Buy |
813
+70
| +9% | +$12.5K | 0.01% | 437 |
|
|
2018
Q1 | $134K | Sell |
743
-258
| -26% | -$48.1K | 0.01% | 390 |
|
|
2017
Q4 | $171K | Buy |
+1,001
| New | +$166K | 0.01% | 347 |
|
Other funds holding MTB
VCM
VPM
CAPTRUST Financial Advisors's MTB Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its M&T Bank (MTB) stake by 1.2% in Q1 2026, buying an estimated $51.7K and bringing the position to 19,598 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #854.
CAPTRUST Financial Advisors first reported a position in MTB in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.4M in Q3 2023. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.
- CAPTRUST Financial Advisors held 19,598 shares of M&T Bank worth $4.05M as of Q1 2026.
- CAPTRUST Financial Advisors bought 240 M&T Bank shares in Q1 2026, an estimated $51.7K.
- M&T Bank made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #854 holding.
- CAPTRUST Financial Advisors first reported a position in M&T Bank in Q4 2017 and has held it in 34 quarters since.
- CAPTRUST Financial Advisors's M&T Bank position peaked at $5.4M in Q3 2023.
- 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.