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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 43 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 STLA STELLANTIS N.V Consumer Cyclical 13,313.0 $76K +2K +16.7% $5.73 -5.6%
842 PLUG PLUG PWR INC Industrials 27,437.0 $75K +16K +149.8% $2.72 -16.6%
843 ACRS ACLARIS THERAPEUTICS INC Healthcare 10,516.0 $56K +428.0 +4.2% $5.29 +21.2%
844 QCOM CALL QUALCOMM INC Technology 111.0 $47K +6.0 +5.7% $420.00 -61.7%
845 BBAI BIGBEAR AI HLDGS INC Technology 10,927.0 $40K +71.0 +0.7% $3.65 -11.8%
846 CMPX COMPASS THERAPEUTICS INC Healthcare 18,198.0 $40K +3K +21.0% $2.19 +9.6%
847 MS CALL MORGAN STANLEY Financial Services 141.0 $27K +18.0 +14.6% $195.00 +9.8%
848 RF CALL REGIONS FINANCIAL CORP NEW Financial Services 377.0 $26K +14.0 +3.9% $70.00 -56.6%
849 AEP CALL AMERICAN ELEC PWR CO INC Utilities 139.0 $26K +9.0 +6.9% $184.00 -34.3%
850 SBUX CALL STARBUCKS CORP Consumer Cyclical 117.0 $21K +10.0 +9.3% $179.00 -40.2%
851 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 92.0 $16K +4.0 +4.5% $175.00 +7.6%
852 TGT CALL TARGET CORP Consumer Defensive 84.0 $15K +6.0 +7.7% $179.00 -7.6%
853 CVX CALL CHEVRON CORPORATION Energy 129.0 $10K +1.0 +0.8% $75.00 +173.7%
854 PFE CALL PFIZER INC Healthcare 703.0 $7K +5.0 +0.7% $10.00 +180.7%
855 UNP CALL UNION PAC CORP Industrials 35.0 $7K +8.0 +29.6% $195.00 +58.0%
856 BLK CALL BLACKROCK INC Financial Services 9.0 $2K +1.0 +12.5% $175.00 +560.9%
857 MTB PUT M & T BK CORP Financial Services 133.0 $665.0 +33.0 +33.0% $5.00 +4706.8%
Page 43 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%