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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 34 of 49  ·  976 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AER AERCAP HOLDINGS NV Industrials 5,039.0 $691K 0.00% -6K -54.5% $137.18 +5.7%
662 HLI HOULIHAN LOKEY INC Financial Services 4,802.0 $690K 0.00% -2K -28.2% $143.62 -2.0%
663 KNSL KINSALE CAP GROUP INC Financial Services 2,013.0 $688K 0.00% -756.0 -27.3% $341.66 -9.6%
664 MGRC MCGRATH RENTCORP Industrials 6,229.0 $687K 0.00% -4K -40.0% $110.28 +7.2%
665 COLD AMERICOLD REALTY TRUST INC Real Estate 58,356.0 $669K 0.00% -13K -18.6% $11.46 +22.8%
666 HLN HALEON PLC Healthcare 66,454.0 $665K 0.00% -14K -17.7% $10.01 -10.5%
667 UFPI UFP INDUSTRIES INC Basic Materials 7,191.0 $662K 0.00% -41.0 -0.6% $92.12 -6.0%
668 TTEK TETRA TECH INC NEW Industrials 21,983.0 $662K 0.00% -1K -6.1% $30.12 -9.2%
669 FHN FIRST HORIZON CORPORATION Financial Services 28,928.0 $658K 0.00% -353.0 -1.2% $22.76 +9.0%
670 XLB SELECT SECTOR SPDR TR 13,162.0 $658K 0.00% -760.0 -5.5% $49.97 +3.7%
671 VRRM VERRA MOBILITY CORP Technology 45,877.0 $656K 0.00% -7K -13.4% $14.29 -68.9%
672 VGK VANGUARD INTL EQUITY INDEX F 7,934.0 $654K 0.00% -2K -22.7% $82.43 +7.1%
673 MRCY MERCURY SYS INC Industrials 8,889.0 $648K 0.00% -9K -49.8% $72.91 +56.2%
674 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 4,839.0 $646K 0.00% -97.0 -2.0% $133.46 +28.1%
675 ING ING GROEP N.V. Financial Services 24,751.0 $645K 0.00% -10K -28.2% $26.05 +20.4%
676 PDD PDD HOLDINGS INC Consumer Cyclical 6,305.0 $644K 0.00% -13K -66.8% $102.18 -22.1%
677 TRP TC ENERGY CORP Energy 10,281.0 $644K 0.00% -222.0 -2.1% $62.60 +8.1%
678 MLI MUELLER INDS INC Industrials 5,798.0 $642K 0.00% -325.0 -5.3% $110.80 +24.0%
679 EBC EASTERN BANKSHARES INC Financial Services 32,473.0 $635K 0.00% -411.0 -1.2% $19.56 +5.3%
680 EVR EVERCORE INC Financial Services 2,083.0 $622K 0.00% -1K -41.4% $298.51 +24.5%
Page 34 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%