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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 32 of 49  ·  976 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 VNO VORNADO RLTY TR Real Estate 34,655.0 $901K 0.00% -1K -3.3% $25.99 +45.5%
622 SOFI SOFI TECHNOLOGIES INC Financial Services 56,558.0 $898K 0.00% -782.0 -1.4% $15.88 +12.8%
623 COLB COLUMBIA BKG SYS INC Financial Services 32,598.0 $894K 0.00% -5K -13.0% $27.43 +11.4%
624 POR PORTLAND GEN ELEC CO Utilities 16,708.0 $882K 0.00% -2K -8.6% $52.77 -4.9%
625 ESGU ISHARES TR 6,222.0 $880K 0.00% -532.0 -7.9% $141.42 +15.4%
626 PB PROSPERITY BANCSHARES INC Financial Services 13,021.0 $875K 0.00% -6K -32.6% $67.18 +6.0%
627 STAG STAG INDUSTRIAL INC Real Estate 24,193.0 $872K 0.00% -2K -7.3% $36.06 +4.8%
628 POWI POWER INTEGRATIONS INC Technology 16,294.0 $834K 0.00% -10K -37.3% $51.20 +70.1%
629 CAE CAE INC Industrials 32,000.0 $834K 0.00% -32K -49.7% $26.05 -3.8%
630 FCPT FOUR CORNERS PPTY TR INC Real Estate 34,632.0 $819K 0.00% -3K -6.8% $23.65 +3.6%
631 DAR DARLING INGREDIENTS INC Consumer Defensive 13,040.0 $807K 0.00% -207.0 -1.6% $61.85 -13.2%
632 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 37,552.0 $805K 0.00% -3K -7.4% $21.45 +33.1%
633 BAX BAXTER INTL INC Healthcare 47,859.0 $804K 0.00% -1K -2.7% $16.80 +18.4%
634 RCI ROGERS COMMUNICATIONS INC Communication Services 20,854.0 $802K 0.00% -290.0 -1.4% $38.45 -2.3%
635 AIZ ASSURANT INC Financial Services 3,680.0 $802K 0.00% -645.0 -14.9% $217.81 +19.3%
636 MDB MONGODB INC Technology 3,254.0 $796K 0.00% -236.0 -6.8% $244.77 +35.9%
637 AN AUTONATION INC Consumer Cyclical 4,062.0 $793K 0.00% -345.0 -7.8% $195.26 -3.3%
638 EPAC ENERPAC TOOL GROUP CORP Industrials 21,712.0 $792K 0.00% -15K -41.6% $36.47 +0.4%
639 FOXA FOX CORP Communication Services 13,358.0 $780K 0.00% -2K -11.6% $58.40 -10.6%
640 PTC PTC INC Technology 5,469.0 $779K 0.00% -4K -41.3% $142.49 -19.5%
Page 32 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%