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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 39 of 90  ·  1,781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TXT TEXTRON INC Industrials 15,105.0 $1.4M 0.00% +333.0 +2.2% $91.76 -10.9%
762 AAON AAON INC Industrials 10,920.0 $1.4M 0.00% -3K -20.9% $126.89 -40.0%
763 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 46,177.0 $1.4M 0.00% +648.0 +1.4% $29.85 +3.2%
764 RYN RAYONIER INC Real Estate 64,727.0 $1.4M 0.00% -617.0 -0.9% $21.27 -0.1%
765 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 26,021.0 $1.4M 0.00% +483.0 +1.9% $52.83 +0.1%
766 VNO VORNADO RLTY TR Real Estate 34,860.0 $1.4M 0.00% +205.0 +0.6% $39.32 +1.6%
767 COOPER COS INC 19,086.0 $1.4M 0.00% +3K +17.7% $71.71
768 APA APA CORPORATION Energy 41,902.0 $1.4M 0.00% -954.0 -2.2% $32.58 +26.9%
769 DCI DONALDSON INC Industrials 15,200.0 $1.4M 0.00% +2K +16.0% $89.72 +3.9%
770 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 85,032.0 $1.4M 0.00% +33K +61.9% $16.03 +14.5%
771 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 38,706.0 $1.4M 0.00% -2K -5.3% $35.22 +4.0%
772 LPLA LPL FINL HLDGS INC Financial Services 4,831.0 $1.4M 0.00% -98.0 -2.0% $281.75 +28.4%
773 FN FABRINET Technology 2,421.0 $1.4M 0.00% +548.0 +29.3% $561.96 -23.2%
774 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,500.0 $1.4M 0.00% -526.0 -17.4% $541.87 -4.3%
775 TRNO TERRENO RLTY CORP Real Estate 20,860.0 $1.4M 0.00% +721.0 +3.6% $64.79 +5.5%
776 DFUS DIMENSIONAL ETF TRUST 16,494.0 $1.4M 0.00% $81.94 +2.1%
777 SOMNIGROUP INTERNATIONAL INC 17,190.0 $1.3M 0.00% +878.0 +5.4% $78.36
778 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 25,532.0 $1.3M 0.00% -4K -13.0% $52.68 +18.7%
779 AGX ARGAN INC Industrials 1,683.0 $1.3M 0.00% +138.0 +8.9% $798.79 -43.6%
780 AGM FEDERAL AGRIC MTG CORP Financial Services 6,710.0 $1.3M 0.00% +314.0 +4.9% $199.29 +9.9%
Page 39 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%