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Portfolio (Quarterly) Guide ↗

M&T Bank Corp

· CIK 0000036270
13F Portfolio $29.2B AUM 11,679 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New 442 Added 976 Reduced 97 Exited
Page 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYJ ISHARES TR 1,722.0 $254K 0.00% NEW $147.54 +10.0%
42 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 3,123.0 $254K 0.00% NEW $81.23 +3.7%
43 ARCB ARCBEST CORP Industrials 2,573.0 $253K 0.00% NEW $98.36 +46.9%
44 PL PLANET LABS PBC Industrials 9,032.0 $252K 0.00% NEW $27.95 +1.0%
45 PCVX VAXCYTE INC Healthcare 4,224.0 $245K 0.00% NEW $58.11 -11.5%
46 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,214.0 $242K 0.00% NEW $199.65 +37.7%
47 SXI STANDEX INTL CORP Industrials 928.0 $237K 0.00% NEW $254.86 +23.7%
48 FSS FEDERAL SIGNAL CORP Industrials 2,175.0 $235K 0.00% NEW $108.14 +9.6%
49 WMG WARNER MUSIC GROUP CORP Communication Services 9,169.0 $234K 0.00% NEW $25.54 +10.3%
50 VICR VICOR CORP Technology 1,449.0 $233K 0.00% NEW $161.00 +105.8%
51 DAN DANA INC Consumer Cyclical 6,924.0 $233K 0.00% NEW $33.65 -13.3%
52 KT KT CORP Communication Services 10,861.0 $233K 0.00% NEW $21.45 -14.6%
53 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 11,118.0 $233K 0.00% NEW $20.95 +31.0%
54 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,092.0 $232K 0.00% NEW $74.94 +12.6%
55 SKY CHAMPION HOMES INC Consumer Cyclical 3,110.0 $231K 0.00% NEW $74.37 +12.1%
56 BEN FRANKLIN RESOURCES INC Financial Services 9,787.0 $231K 0.00% NEW $23.62 +39.9%
57 PLXS PLEXUS CORP Technology 1,140.0 $231K 0.00% NEW $202.54 +48.1%
58 PRDO PERDOCEO ED CORP Consumer Defensive 6,201.0 $231K 0.00% NEW $37.21 -13.9%
59 NJR NEW JERSEY RES CORP Utilities 4,176.0 $229K 0.00% NEW $54.92 +0.3%
60 HLIO HELIOS TECHNOLOGIES INC Industrials 3,513.0 $227K 0.00% NEW $64.71 +39.8%
Page 3 of 6  ·  103 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 27.5%
Financial Services 15.6%
Healthcare 10.9%
Industrials 9.9%
Communication Services 8.2%
Consumer Cyclical 7.7%
Energy 6.3%
Consumer Defensive 6.1%
Basic Materials 3.4%
Utilities 2.5%