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JB Capital’s M&T Bank MTB Stock Holding History

JB Capital’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
Q1 		$579K Buy
2,800
+81
+3% +$17.4K 0.02% 171
2025
Q4 		$548K Buy
2,719
+13
+0.5% +$2.48K 0.02% 173
2025
Q3 		$535K Buy
2,706
+12
+0.4% +$2.35K 0.02% 168
2025
Q2 		$523K Buy
2,694
+8
+0.3% +$1.41K 0.03% 162
2025
Q1 		$480K Sell
2,686
-14
-0.5% -$2.65K 0.03% 156
2024
Q4 		$507K Buy
2,700
+8
+0.3% +$1.59K 0.03% 150
2024
Q3 		$479K Buy
2,692
+24
+0.9% +$3.98K 0.03% 156
2024
Q2 		$404K Sell
2,668
-380
-12% -$55.5K 0.03% 159
2024
Q1 		$443K Sell
3,048
-386
-11% -$53.5K 0.03% 148
2023
Q4 		$471K Buy
3,434
+414
+14% +$52K 0.03% 139
2023
Q3 		$382K Buy
3,020
+858
+40% +$112K 0.03% 133
2023
Q2 		$267K Buy
2,162
+3
+0.1% +$363 0.02% 145
2023
Q1 		$258K Sell
2,159
-2
-0.1% -$290 0.02% 145
2022
Q4 		$313K Buy
2,161
+26
+1% +$4.28K 0.03% 133
2022
Q3 		$376K Buy
2,135
+19
+0.9% +$3.36K 0.04% 119
2022
Q2 		$337K Buy
+2,116
New +$356K 0.04% 180

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JB Capital's MTB Position: Q1 2026 in Review

JB Capital increased its M&T Bank (MTB) stake by 3% in Q1 2026, buying an estimated $17.4K and bringing the position to 2,800 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #171.

JB Capital first reported a position in MTB in Q2 2022 and has held it in 16 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • JB Capital held 2,800 shares of M&T Bank worth $579K as of Q1 2026.
  • JB Capital bought 81 M&T Bank shares in Q1 2026, an estimated $17.4K.
  • M&T Bank made up 0.02% of JB Capital's portfolio in Q1 2026, its #171 holding.
  • JB Capital first reported a position in M&T Bank in Q2 2022 and has held it in 16 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.