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Portfolio (Quarterly) Guide ↗

M&T Bank Corp

· CIK 0000036270
13F Portfolio $34.1B AUM 14,601 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 146 New 857 Added 609 Reduced 78 Exited
Page 36 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 GFS GLOBALFOUNDRIES INC Technology 5,117.0 $422K 0.00% +145.0 +2.9% $82.38 -41.7%
702 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 3,714.0 $418K 0.00% +405.0 +12.2% $112.61 +18.3%
703 PIPR PIPER SANDLER COMPANIES Financial Services 5,777.0 $418K 0.00% +631.0 +12.3% $72.36 +3.7%
704 AOS SMITH A O CORP Industrials 6,636.0 $416K 0.00% +344.0 +5.5% $62.72 +0.6%
705 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 23,862.0 $413K 0.00% +606.0 +2.6% $17.31 +3.5%
706 WTM WHITE MTNS INS GROUP LTD Financial Services 199.0 $413K 0.00% +29.0 +17.1% $2073.39 +1.8%
707 TFX TELEFLEX INCORPORATED Healthcare 3,237.0 $410K 0.00% +315.0 +10.8% $126.73 +9.5%
708 E ENI SPA Energy 8,731.0 $409K 0.00% +1K +14.9% $46.86 +20.5%
709 HAE HAEMONETICS CORP MASS Healthcare 5,412.0 $406K 0.00% +886.0 +19.6% $75.07 +44.9%
710 QTWO Q2 HLDGS INC Technology 8,445.0 $406K 0.00% +928.0 +12.3% $48.05 +33.0%
711 SWX SOUTHWEST GAS HLDGS INC Utilities 4,569.0 $405K 0.00% +771.0 +20.3% $88.74 +0.1%
712 VISN VISTANCE NETWORKS INC Technology 31,683.0 $405K 0.00% +889.0 +2.9% $12.77 -12.2%
713 WSC WILLSCOT HLDGS CORP Industrials 14,004.0 $404K 0.00% +3K +26.1% $28.85 -23.3%
714 ARCB ARCBEST CORP Industrials 2,806.0 $403K 0.00% +233.0 +9.1% $143.64 -2.3%
715 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,525.0 $403K 0.00% +704.0 +25.0% $114.29 -16.1%
716 UNF UNIFIRST CORP MASS Industrials 1,500.0 $397K 0.00% +138.0 +10.1% $264.77 +9.6%
717 ZETA ZETA GLOBAL HOLDINGS CORP Technology 20,147.0 $397K 0.00% +566.0 +2.9% $19.70 +47.6%
718 RIOT RIOT PLATFORMS INC Financial Services 14,394.0 $394K 0.00% +632.0 +4.6% $27.35 -27.5%
719 M MACYS INC Consumer Cyclical 16,672.0 $392K 0.00% +2K +13.4% $23.52 -3.0%
720 MGK VANGUARD WORLD FD 4,395.0 $386K 0.00% +3K +315.0% $87.91 +1.2%
Page 36 of 43  ·  857 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 16.8%
Healthcare 11.0%
Industrials 10.2%
Consumer Cyclical 7.6%
Consumer Defensive 5.6%
Energy 4.9%
Communication Services 4.6%
Basic Materials 2.7%
Utilities 2.5%