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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 41 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 CVE CENOVUS ENERGY INC Energy 9,399.0 $233K 0.00% +1K +15.1% $24.81 +32.7%
802 RGTI RIGETTI COMPUTING INC Technology 11,968.0 $231K 0.00% +375.0 +3.2% $19.34 -7.4%
803 NE NOBLE CORP PLC Energy 6,161.0 $230K 0.00% +108.0 +1.8% $37.38 +23.8%
804 ALG ALAMO GROUP INC Industrials 1,371.0 $226K 0.00% +85.0 +6.6% $164.49 -0.1%
805 MGNI MAGNITE INC Communication Services 11,728.0 $222K 0.00% +132.0 +1.1% $18.94 +24.1%
806 RITM RITHM CAPITAL CORP Real Estate 23,477.0 $220K 0.00% +2K +10.5% $9.39 +8.5%
807 KT KT CORP Communication Services 12,553.0 $217K 0.00% +2K +15.6% $17.28 +9.4%
808 RNG RINGCENTRAL INC Technology 5,533.0 $215K 0.00% +98.0 +1.8% $38.92 +72.2%
809 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 18,012.0 $215K 0.00% +911.0 +5.3% $11.91 -4.3%
810 ORA ORMAT TECHNOLOGIES INC Utilities 1,937.0 $211K 0.00% +146.0 +8.2% $108.97 -0.5%
811 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,299.0 $209K 0.00% +27.0 +2.1% $160.71 +11.1%
812 BAC CALL BANK OF AMER CORP Financial Services 605.0 $209K 0.00% +48.0 +8.6% $345.00 -82.1%
813 LBRDK LIBERTY BROADBAND CORP Communication Services 6,259.0 $208K 0.00% +163.0 +2.7% $33.26 +8.3%
814 WSR WHITESTONE REIT Real Estate 10,846.0 $206K 0.00% +553.0 +5.4% $18.96 +0.2%
815 IEP ICAHN ENTERPRISES LP Industrials 28,382.0 $205K 0.00% +2K +6.8% $7.21 -5.8%
816 RIG TRANSOCEAN LTD Energy 41,069.0 $200K 0.00% +2K +4.2% $4.88 +21.3%
817 VLYPN VALLEY NATL BANCORP 13,499.0 $198K 0.00% +821.0 +6.5% $14.69
818 KD KYNDRYL HLDGS INC Technology 17,122.0 $193K 0.00% +930.0 +5.7% $11.29 +11.2%
819 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 16,994.0 $188K 0.00% +315.0 +1.9% $11.08 -3.4%
820 RUN SUNRUN INC Energy 13,217.0 $176K 0.00% +560.0 +4.4% $13.35 -31.4%
Page 41 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%