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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 31 of 31  ·  609 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MET CALL METLIFE INC Financial Services 194.0 $13K -2.0 -1.0% $68.00 +38.7%
602 JCI CALL JOHNSON CONTROLS INTERNATION Industrials 158.0 $13K -12.0 -7.1% $80.00 +78.8%
603 PCAR CALL PACCAR INC Industrials 79.0 $10K -9.0 -10.2% $132.00 -0.7%
604 LMT CALL LOCKHEED MARTIN CORP Industrials 13.0 $9K -4.0 -23.5% $692.00 -18.6%
605 DUK CALL DUKE ENERGY CORP NEW Utilities 100.0 $7K -7.0 -6.5% $70.00 +71.2%
606 CME CALL CME GROUP INC Financial Services 32.0 $992.0 -4.0 -11.1% $31.00 +787.0%
607 T CALL AT&T INC Communication Services 318.0 $954.0 -9.0 -2.8% $3.00 +743.7%
608 AVGO CALL BROADCOM INC Technology 26.0 $936.0 -3.0 -10.3% $36.00 +923.5%
609 PG CALL PROCTER & GAMBLE CO Consumer Defensive 58.0 $870.0 -14.0 -19.4% $15.00 +864.5%
Page 31 of 31  ·  609 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%