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J2 Capital Management’s M&T Bank MTB Stock Holding History

J2 Capital Management’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 		$645K Sell
2,711
-80
-3% -$17.5K 0.43% 55
2026
Q1 		$577K Buy
2,791
+23
+0.8% +$4.95K 0.4% 64
2025
Q4 		$558K Buy
2,768
+112
+4% +$21.4K 0.41% 61
2025
Q3 		$525K Sell
2,656
-22
-0.8% -$4.32K 0.39% 71
2025
Q2 		$520K Buy
2,678
+330
+14% +$58.2K 0.41% 60
2025
Q1 		$420K Sell
2,348
-72
-3% -$13.7K 0.39% 53
2024
Q4 		$455K Buy
+2,420
New +$481K 0.43% 59

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

J2 Capital Management's MTB Position: Q2 2026 in Review

J2 Capital Management reduced its M&T Bank (MTB) stake by 2.9% in Q2 2026, selling an estimated $17.5K and leaving 2,711 shares worth $645K. The position accounts for 0.43% of the portfolio, ranked #55.

J2 Capital Management first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • J2 Capital Management held 2,711 shares of M&T Bank worth $645K as of Q2 2026.
  • J2 Capital Management sold 80 M&T Bank shares in Q2 2026, an estimated $17.5K.
  • M&T Bank made up 0.43% of J2 Capital Management's portfolio in Q2 2026, its #55 holding.
  • J2 Capital Management first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
  • 205 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.