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

Northcape Wealth 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
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

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

Northcape Wealth Management's MTB Position: Q1 2026 in Review

Northcape Wealth Management reduced its M&T Bank (MTB) stake by 0.05% in Q1 2026, selling an estimated $1.08K and leaving 10,897 shares worth $2.25M. The position accounts for 0.61% of the portfolio, ranked #55.

Northcape Wealth Management first reported a position in MTB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.01M in Q3 2022. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Northcape Wealth Management held 10,897 shares of M&T Bank worth $2.25M as of Q1 2026.
  • Northcape Wealth Management sold 5 M&T Bank shares in Q1 2026, an estimated $1.08K.
  • M&T Bank made up 0.61% of Northcape Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Northcape Wealth Management first reported a position in M&T Bank in Q4 2021 and has held it in 18 quarters since.
  • Northcape Wealth Management's M&T Bank position peaked at $3.01M in Q3 2022.
  • 1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.