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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 15 of 49  ·  976 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AWK AMERICAN WTR WKS CO INC NEW Utilities 42,243.0 $5.7M 0.02% -6K -13.3% $136.09 -8.1%
282 RSG REPUBLIC SVCS INC Industrials 26,209.0 $5.7M 0.02% -159.0 -0.6% $219.02 -6.4%
283 EA ELECTRONIC ARTS INC Communication Services 27,763.0 $5.7M 0.02% -2K -7.0% $203.87 -0.8%
284 NGG NATIONAL GRID PLC Utilities 66,269.0 $5.6M 0.02% -1K -1.7% $84.60 -6.1%
285 FAST FASTENAL CO Industrials 119,075.0 $5.5M 0.02% -9K -6.9% $46.40 -1.1%
286 TRGP TARGA RES CORP Energy 21,473.0 $5.4M 0.02% -4K -15.1% $250.73 +3.1%
287 CVNA CARVANA CO Consumer Cyclical 17,007.0 $5.3M 0.02% -1K -5.7% $314.38 -78.8%
288 FISV FISERV INC Technology 95,326.0 $5.3M 0.02% -1K -1.3% $55.80 -14.2%
289 SNPS SYNOPSYS INC Technology 13,397.0 $5.3M 0.02% -2K -11.6% $396.48 +14.9%
290 SAP SAP SE Technology 30,922.0 $5.3M 0.02% -10K -25.2% $171.21 -9.3%
291 ADSK AUTODESK INC Technology 21,853.0 $5.2M 0.02% -3K -10.5% $239.40 -19.0%
292 LECO LINCOLN ELEC HLDGS INC Industrials 20,819.0 $5.2M 0.02% -1K -5.0% $249.08 +10.5%
293 ROST ROSS STORES INC Consumer Cyclical 23,927.0 $5.2M 0.02% -9K -27.4% $216.63 +7.5%
294 FIX COMFORT SYS USA INC Industrials 3,745.0 $5.2M 0.02% -340.0 -8.3% $1378.99 +42.7%
295 CAH CARDINAL HEALTH INC Healthcare 24,258.0 $5.1M 0.02% -1K -5.5% $211.31 +5.0%
296 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 315,445.0 $5.1M 0.02% -182K -36.6% $16.17 -0.9%
297 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 295,559.0 $5.0M 0.02% -55K -15.6% $16.97 +24.2%
298 SPIB SPDR SERIES TRUST 148,426.0 $5.0M 0.02% -2K -1.1% $33.54 -0.4%
299 HYG ISHARES TR 62,147.0 $4.9M 0.02% -3K -4.8% $79.56 +0.6%
300 FERG FERGUSON ENTERPRISES INC Industrials 21,143.0 $4.9M 0.02% -4K -14.9% $233.26 +2.2%
Page 15 of 49  ·  976 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%