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

Kathmere 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 		$732K Buy
3,076
+863
+39% +$189K 0.04% 312
2026
Q1 		$457K Buy
2,213
+289
+15% +$62.2K 0.03% 371
2025
Q4 		$388K Buy
1,924
+226
+13% +$43.2K 0.03% 365
2025
Q3 		$336K Sell
1,698
-16
-0.9% -$3.14K 0.02% 367
2025
Q2 		$332K Sell
1,714
-290
-14% -$51.2K 0.03% 349
2025
Q1 		$358K Buy
2,004
+126
+7% +$23.9K 0.03% 292
2024
Q4 		$353K Buy
1,878
+139
+8% +$27.6K 0.03% 288
2024
Q3 		$310K Buy
1,739
+359
+26% +$59.5K 0.03% 283
2024
Q2 		$209K Buy
+1,380
New +$202K 0.02% 317
2021
Q1 		– Sell
-566
Closed -$72K – 303
2020
Q4 		$72K Hold
566
– – 0.02% 215
2020
Q3 		$52K Buy
+566
New +$57.9K 0.01% 220

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Kathmere Capital Management increased its M&T Bank (MTB) stake by 39% in Q2 2026, buying an estimated $189K and bringing the position to 3,076 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #312.

Kathmere Capital Management first reported a position in MTB in Q3 2020 and has held it in 11 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Kathmere Capital Management held 3,076 shares of M&T Bank worth $732K as of Q2 2026.
  • Kathmere Capital Management bought 863 M&T Bank shares in Q2 2026, an estimated $189K.
  • M&T Bank made up 0.04% of Kathmere Capital Management's portfolio in Q2 2026, its #312 holding.
  • Kathmere Capital Management first reported a position in M&T Bank in Q3 2020 and has held it in 11 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.