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

Optimas 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
Q2 		– Sell
-11,700
Closed -$2.09M – 26
2025
Q1 		$2.09M Buy
+11,700
New +$2.22M 3.55% 10
2022
Q4 		– Sell
-46,771
Closed -$8.25M – 38
2022
Q3 		$8.25M Buy
46,771
+24,123
+107% +$4.27M 6.95% 4
2022
Q2 		$3.61M Buy
22,648
+12,334
+120% +$2.07M 4.43% 11
2022
Q1 		$1.75M Buy
+10,314
New +$1.82M 1.64% 20

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Optimas Capital's MTB Position: Q2 2025 in Review

Optimas Capital sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 11,700 shares — an estimated $2.09M sold.

Optimas Capital first reported a position in MTB in Q1 2022 and held it in 4 quarters. The position peaked at $8.25M in Q3 2022. 1,022 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

  • Optimas Capital reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
  • Optimas Capital sold 11,700 M&T Bank shares in Q2 2025, an estimated $2.09M.
  • Optimas Capital first reported a position in M&T Bank in Q1 2022 and held it in 4 quarters.
  • Optimas Capital's M&T Bank position peaked at $8.25M in Q3 2022.
  • 1,022 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Optimas Capital's 13F filing for Q2 2025, filed 13 Aug 2025.