Northcape Wealth Management’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-200
Closed -$35.8K 140
2025
Q1
$35.8K Hold
200
0.01% 134
2024
Q4
$37.6K Buy
+200
New +$39.8K 0.01% 136

Other funds holding MTB

Northcape Wealth Management's MTB Position: Q2 2026 in Review

Northcape Wealth Management reduced its M&T Bank (MTB) stake by 1.8% in Q2 2026, selling an estimated $42.9K and leaving 10,701 shares worth $2.55M. The position accounts for 0.67% of the portfolio, ranked #55.

Northcape Wealth Management first reported a position in MTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.01M in Q3 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Northcape Wealth Management held 10,701 shares of M&T Bank worth $2.55M as of Q2 2026.
  • Northcape Wealth Management sold 196 M&T Bank shares in Q2 2026, an estimated $42.9K.
  • M&T Bank made up 0.67% of Northcape Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Northcape Wealth Management first reported a position in M&T Bank in Q4 2021 and has held it in 19 quarters since.
  • Northcape Wealth Management's M&T Bank position peaked at $3.01M in Q3 2022.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.