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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 8 of 43  ·  857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHEL SHELL PLC Energy 199,937.0 $15.5M 0.04% +1K +0.7% $77.54 +20.4%
142 CVS CVS HEALTH CORP Healthcare 149,301.0 $15.4M 0.04% +5K +3.3% $103.45 -10.1%
143 GWW WW GRAINGER INC Industrials 11,099.0 $15.1M 0.04% +271.0 +2.5% $1360.35 -3.5%
144 BE BLOOM ENERGY CORP Industrials 48,681.0 $14.7M 0.04% +4K +8.9% $302.69 -33.4%
145 HUBB HUBBELL INC Industrials 26,888.0 $14.1M 0.04% +164.0 +0.6% $523.21 -10.2%
146 APP APPLOVIN CORP Technology 27,201.0 $14.0M 0.04% +593.0 +2.2% $515.22 -40.7%
147 PKG PACKAGING CORP AMER Consumer Cyclical 57,500.0 $13.7M 0.04% +1K +2.0% $238.27 +6.1%
148 STT STATE STR CORP Financial Services 79,158.0 $13.4M 0.04% +981.0 +1.2% $169.60 +10.3%
149 WDC WESTERN DIGITAL CORP Technology 20,445.0 $13.1M 0.04% +2K +13.2% $638.70 -28.1%
150 SDY SPDR SERIES TRUST 85,771.0 $13.1M 0.04% +937.0 +1.1% $152.18 +4.1%
151 IEI ISHARES TR 109,628.0 $12.9M 0.04% +21K +23.6% $117.45 -0.9%
152 PAYX PAYCHEX INC Industrials 129,125.0 $12.7M 0.04% +5K +4.2% $98.33 +26.6%
153 LITE LUMENTUM HLDGS INC Technology 14,744.0 $12.7M 0.04% +1K +8.8% $858.09 +1.0%
154 SUB ISHARES TR 117,953.0 $12.6M 0.04% +6K +5.4% $106.47 -0.2%
155 OKE ONEOK INC NEW Energy 141,804.0 $12.3M 0.04% +3K +1.9% $86.94 +7.4%
156 VBR VANGUARD INDEX FDS 50,727.0 $12.3M 0.04% +7K +15.3% $242.98 +2.5%
157 TROW PRICE T ROWE GROUP INC Financial Services 107,778.0 $12.3M 0.04% +8K +7.9% $113.69 -1.9%
158 DIA STATE STR SPDR DOW JONES IND Financial Services 23,378.0 $12.2M 0.04% +789.0 +3.5% $522.39 +1.9%
159 ITW ILLINOIS TOOL WKS INC Industrials 45,087.0 $12.2M 0.04% +691.0 +1.6% $270.47 +4.4%
160 DEM WISDOMTREE TR 217,471.0 $11.7M 0.03% +6K +2.9% $53.79 +2.4%
Page 8 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%