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Prime Capital Investment Advisors’s M&T Bank MTB Stock Holding History

Prime Capital Investment Advisors’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
Q2 		$285K Sell
1,199
-32
-3% -$7K ﹤0.01% 884
2026
Q1 		$254K Buy
1,231
+182
+17% +$39.2K ﹤0.01% 898
2025
Q4 		$211K Sell
1,049
-89
-8% -$17K ﹤0.01% 945
2025
Q3 		$225K Buy
1,138
+90
+9% +$17.7K ﹤0.01% 904
2025
Q2 		$203K Sell
1,048
-904
-46% -$160K ﹤0.01% 892
2025
Q1 		$349K Buy
1,952
+574
+42% +$109K ﹤0.01% 790
2024
Q4 		$259K Buy
1,378
+11
+0.8% +$2.19K ﹤0.01% 769
2024
Q3 		$243K Sell
1,367
-2
-0.1% -$332 ﹤0.01% 802
2024
Q2 		$207K Sell
1,369
-269
-16% -$39.3K ﹤0.01% 848
2024
Q1 		$238K Sell
1,638
-16
-1% -$2.22K ﹤0.01% 859
2023
Q4 		$227K Buy
+1,654
New +$208K ﹤0.01% 837
2023
Q3 		– Sell
-2,105
Closed -$261K – 785
2023
Q2 		$261K Buy
+2,105
New +$255K 0.01% 641

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prime Capital Investment Advisors's MTB Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its M&T Bank (MTB) stake by 2.6% in Q2 2026, selling an estimated $7K and leaving 1,199 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Prime Capital Investment Advisors first reported a position in MTB in Q2 2023 and has held it in 12 quarters since. The position peaked at $349K in Q1 2025. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Prime Capital Investment Advisors held 1,199 shares of M&T Bank worth $285K as of Q2 2026.
  • Prime Capital Investment Advisors sold 32 M&T Bank shares in Q2 2026, an estimated $7K.
  • M&T Bank made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #884 holding.
  • Prime Capital Investment Advisors first reported a position in M&T Bank in Q2 2023 and has held it in 12 quarters since.
  • Prime Capital Investment Advisors's M&T Bank position peaked at $349K in Q1 2025.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.