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 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	$27.9K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CoreCap Advisors's MTB Position: Q2 2026 in Review

CoreCap Advisors increased its M&T Bank (MTB) stake by 2,310% in Q2 2026, buying an estimated $101K and bringing the position to 482 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

CoreCap Advisors first reported a position in MTB in Q4 2021 and has held it in 12 quarters since. The position peaked at $378K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

CoreCap Advisors held 482 shares of M&T Bank worth $115K as of Q2 2026.
CoreCap Advisors bought 462 M&T Bank shares in Q2 2026, an estimated $101K.
M&T Bank made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1054 holding.
CoreCap Advisors first reported a position in M&T Bank in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's M&T Bank position peaked at $378K in Q4 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.