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

Optima 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 Q1	–	Sell	-1	Closed	-$201	–	869
2025 Q4	$201	Buy	+1	New	+$191	﹤0.01%	1333

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optima Capital's MTB Position: Q1 2026 in Review

Optima Capital sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1 share — an estimated $201 sold.

Optima Capital first reported a position in MTB in Q4 2025 and held it in 1 quarter. The position peaked at $201 in Q4 2025. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Optima Capital reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 M&T Bank share in Q1 2026, an estimated $201.
Optima Capital first reported a position in M&T Bank in Q4 2025 and held it in 1 quarter.
Optima Capital's M&T Bank position peaked at $201 in Q4 2025.
1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.