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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
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 – 1485
2021
Q4 		$17K Buy
+110
New +$16.9K ﹤0.01% 1379

Other funds holding MTB

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return