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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 41 of 49  ·  976 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 EQNR EQUINOR ASA Energy 8,706.0 $367K 0.00% -3K -25.8% $42.20 -23.3%
802 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 24,155.0 $361K 0.00% -29K -54.2% $14.95 +12.2%
803 INSW INTERNATIONAL SEAWAYS INC Energy 4,950.0 $361K 0.00% -356.0 -6.7% $72.88 +15.9%
804 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 8,363.0 $360K 0.00% -4K -33.7% $43.06 -8.5%
805 WULF TERAWULF INC Financial Services 24,773.0 $357K 0.00% -6K -19.7% $14.43 +100.8%
806 QTWO Q2 HLDGS INC Technology 7,517.0 $356K 0.00% -260.0 -3.3% $47.30 -9.4%
807 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 8,579.0 $354K 0.00% -2K -20.8% $41.27 +50.5%
808 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4,160.0 $352K 0.00% -356.0 -7.9% $84.64 +4.2%
809 SCHX SCHWAB STRATEGIC TR 13,700.0 $351K 0.00% -14K -50.5% $25.64 +15.0%
810 BKH BLACK HILLS CORP Utilities 5,055.0 $351K 0.00% -71.0 -1.4% $69.41 +4.8%
811 ALLY ALLY FINL INC Financial Services 8,859.0 $348K 0.00% -783.0 -8.1% $39.23 +16.0%
812 SMURFIT WESTROCK PLC 8,706.0 $347K 0.00% -3K -22.8% $39.85
813 ITM VANECK ETF TRUST 7,369.0 $342K 0.00% -616.0 -7.7% $46.43 +1.1%
814 GRAL GRAIL INC Healthcare 6,600.0 $341K 0.00% -239.0 -3.5% $51.68 +23.3%
815 CORT CORCEPT THERAPEUTICS INC Healthcare 8,459.0 $341K 0.00% -3K -28.1% $40.31 +98.2%
816 GVA GRANITE CONSTR INC Industrials 2,843.0 $341K 0.00% -111.0 -3.8% $119.88 +22.3%
817 BROS DUTCH BROS INC Consumer Cyclical 6,721.0 $340K 0.00% -455.0 -6.3% $50.66 +39.6%
818 AM ANTERO MIDSTREAM CORP Energy 14,907.0 $340K 0.00% -1K -7.1% $22.80 -4.8%
819 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,792.0 $339K 0.00% -230.0 -11.4% $189.05 +18.8%
820 KBH KB HOME Consumer Cyclical 6,515.0 $337K 0.00% -3K -30.5% $51.75 +4.7%
Page 41 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%