CoreCap Advisors
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CoreCap Advisors’s M&T Bank MTB Stock Holding History

CoreCap 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
Q3 		$67.2K Sell
309
-173
-36% -$41.6K ﹤0.01% 1261
2026
Q2 		$115K Buy
482
+462
+2,310% +$101K ﹤0.01% 1054
2026
Q1 		$4.13K Sell
20
-246
-92% -$52.9K ﹤0.01% 2233
2025
Q4 		$53.6K Sell
266
-235
-47% -$44.9K ﹤0.01% 1305
2025
Q3 		$99K Buy
501
+101
+25% +$19.8K ﹤0.01% 1044
2025
Q2 		$77.6K Buy
400
+334
+506% +$58.9K ﹤0.01% 1072
2025
Q1 		$11.8K Sell
66
-1,942
-97% -$368K ﹤0.01% 1748
2024
Q4 		$378K Buy
2,008
+1,460
+266% +$290K 0.02% 533
2024
Q3 		$97.6K Buy
548
+364
+198% +$60.4K ﹤0.01% 927
2024
Q2 		$27.8K Buy
+184
New +$26.9K ﹤0.01% 798
2022
Q4 		$103K Buy
+708
New +$116K 0.01% 725
2022
Q3 		– Sell
-554
Closed -$88K – 1490
2022
Q2 		$88K Buy
+554
New +$93.1K 0.01% 741
2022
Q1 		– Sell
-110
Closed -$17K – 1484
2021
Q4 		$17K Buy
+110
New +$16.9K ﹤0.01% 1379

Other funds holding MTB

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

CoreCap Advisors's MTB Position: Q3 2026 in Review

CoreCap Advisors reduced its M&T Bank (MTB) stake by 36% in Q3 2026, selling an estimated $41.6K and leaving 309 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

CoreCap Advisors first reported a position in MTB in Q4 2021 and has held it in 13 quarters since. The position peaked at $378K in Q4 2024. 259 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • CoreCap Advisors held 309 shares of M&T Bank worth $67.2K as of Q3 2026.
  • CoreCap Advisors sold 173 M&T Bank shares in Q3 2026, an estimated $41.6K.
  • M&T Bank made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1261 holding.
  • CoreCap Advisors first reported a position in M&T Bank in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's M&T Bank position peaked at $378K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.