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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 40 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 PUK PRUDENTIAL PLC Financial Services 10,827.0 $290K 0.00% +957.0 +9.7% $26.80 +5.1%
782 ATRO ASTRONICS CORP Industrials 3,565.0 $289K 0.00% +370.0 +11.6% $81.15 -3.9%
783 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,820.0 $286K 0.00% +429.0 +12.7% $74.84 +0.7%
784 OKLO OKLO INC Utilities 5,386.0 $282K 0.00% +1K +25.6% $52.30 -19.5%
785 VOD VODAFONE GROUP PLC Communication Services 21,039.0 $278K 0.00% +4K +23.2% $13.20 +20.9%
786 SHOO MADDEN STEVEN LTD Consumer Cyclical 6,525.0 $275K 0.00% +153.0 +2.4% $42.15 +9.3%
787 PVH PVH CORPORATION Consumer Cyclical 3,683.0 $273K 0.00% +241.0 +7.0% $74.00 +6.1%
788 FLO FLOWERS FOODS INC Consumer Defensive 34,463.0 $272K 0.00% +4K +11.5% $7.90 -12.0%
789 JHG JANUS HENDERSON GROUP PLC Financial Services 5,107.0 $265K 0.00% +232.0 +4.8% $51.95 -0.0%
790 LZB LA Z BOY INC Consumer Cyclical 6,488.0 $260K 0.00% +112.0 +1.8% $40.12 -16.0%
791 JOE ST JOE CO Real Estate 4,104.0 $257K 0.00% +190.0 +4.8% $62.54 +10.2%
792 LNC LINCOLN NATL CORP IND Financial Services 7,238.0 $256K 0.00% +346.0 +5.0% $35.35 +19.2%
793 VOOG VANGUARD ADMIRAL FDS INC 3,054.0 $252K 0.00% +2K +283.7% $82.62 +1.0%
794 PEB PEBBLEBROOK HOTEL TR Real Estate 12,916.0 $251K 0.00% +541.0 +4.4% $19.43 -4.9%
795 PCVX VAXCYTE INC Healthcare 4,275.0 $248K 0.00% +51.0 +1.2% $58.11 +7.8%
796 LMND LEMONADE INC Financial Services 3,778.0 $246K 0.00% +72.0 +1.9% $65.18 -18.1%
797 INTERNATIONAL BANCSHARES COR 3,209.0 $244K 0.00% +199.0 +6.6% $75.95
798 VFC V F CORP Consumer Cyclical 14,490.0 $242K 0.00% +435.0 +3.1% $16.71 -14.0%
799 COMP COMPASS INC Technology 19,599.0 $242K 0.00% +2K +9.6% $12.33 -4.7%
800 GSHD GOOSEHEAD INS INC Financial Services 4,824.0 $234K 0.00% +55.0 +1.1% $48.41 +49.8%
Page 40 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%