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

North 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
2025 Q4	–	Sell	-1	Closed	-$198	–	473
2025 Q3	$198	Buy	+1	New	+$196	﹤0.01%	654

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

North Capital's MTB Position: Q4 2025 in Review

North Capital sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 1 share — an estimated $198 sold.

North Capital first reported a position in MTB in Q3 2025 and held it in 1 quarter. The position peaked at $198 in Q3 2025. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

North Capital reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
North Capital sold 1 M&T Bank share in Q4 2025, an estimated $198.
North Capital first reported a position in M&T Bank in Q3 2025 and held it in 1 quarter.
North Capital's M&T Bank position peaked at $198 in Q3 2025.
1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.