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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 2 of 90  ·  1,781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 455,201.0 $339.9M 1.00% -18K -3.8% $746.77 +2.5%
22 LLY ELI LILLY & CO Healthcare 261,864.0 $314.1M 0.92% +21K +8.9% $1199.43 +4.6%
23 BND VANGUARD BD INDEX FDS 4,234,558.0 $310.9M 0.91% +218K +5.4% $73.41 -1.6%
24 CSCO CISCO SYS INC Technology 2,528,142.0 $297.0M 0.87% +42K +1.7% $117.46 -5.5%
25 TSPA T ROWE PRICE EXCHANGE-TRADED 5,930,767.0 $281.9M 0.83% +236K +4.2% $47.53 +1.5%
26 MTB M & T BK CORP Financial Services 1,147,230.0 $273.1M 0.80% +539K +88.6% $238.01 +1.0%
27 IWN ISHARES TR 1,198,061.0 $265.0M 0.78% +181K +17.8% $221.20 +1.6%
28 ABBV ABBVIE INC Healthcare 947,647.0 $238.5M 0.70% +6K +0.6% $251.64 +5.3%
29 XOM EXXON MOBIL CORP Energy 1,713,576.0 $234.3M 0.69% -37K -2.1% $136.72 +20.8%
30 META META PLATFORMS INC Communication Services 407,198.0 $229.4M 0.67% +8K +1.9% $563.29 -2.4%
31 JMTG J P MORGAN EXCHANGE TRADED F 4,519,915.0 $229.1M 0.67% +1.2M +35.1% $50.68 -1.2%
32 AMAT APPLIED MATLS INC Technology 294,579.0 $213.0M 0.62% $723.00 -31.9%
33 CAT CATERPILLAR INC Industrials 196,206.0 $208.9M 0.61% +8K +4.5% $1064.90 -22.3%
34 VGSH VANGUARD SCOTTSDALE FDS 3,432,890.0 $199.8M 0.59% +1.3M +58.8% $58.20 -0.1%
35 MA MASTERCARD INCORPORATED Financial Services 388,621.0 $199.6M 0.58% $513.60 +13.1%
36 HD HOME DEPOT INC Consumer Cyclical 557,554.0 $196.6M 0.58% -3K -0.6% $352.68 -4.8%
37 BAC BANK OF AMER CORP Financial Services 3,299,488.0 $188.0M 0.55% +122K +3.8% $56.98 +8.3%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 197,308.0 $184.6M 0.54% +4K +1.9% $935.47 +1.3%
39 MRK MERCK & CO INC Healthcare 1,434,057.0 $184.3M 0.54% -19K -1.3% $128.50 +18.7%
40 PG PROCTER & GAMBLE CO Consumer Defensive 1,219,348.0 $178.8M 0.52% $146.64 -1.3%
Page 2 of 90  ·  1,781 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%