JB Capital
MTB icon

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
Q3 		$614K Buy
2,821
+1
+0% +$241 0.02% 163
2026
Q2 		$671K Buy
2,820
+20
+0.7% +$4.37K 0.02% 169
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% +$2.36K 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% -$2.66K 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

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

JB Capital's MTB Position: Q3 2026 in Review

JB Capital increased its M&T Bank (MTB) stake by 0.04% in Q3 2026, buying an estimated $241 and bringing the position to 2,821 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #163.

JB Capital first reported a position in MTB in Q2 2022 and has held it in 18 quarters since. The position peaked at $671K in Q2 2026. 286 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • JB Capital held 2,821 shares of M&T Bank worth $614K as of Q3 2026.
  • JB Capital bought 1 M&T Bank share in Q3 2026, an estimated $241.
  • M&T Bank made up 0.02% of JB Capital's portfolio in Q3 2026, its #163 holding.
  • JB Capital first reported a position in M&T Bank in Q2 2022 and has held it in 18 quarters since.
  • JB Capital's M&T Bank position peaked at $671K in Q2 2026.
  • 286 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.