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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 45 of 90  ·  1,781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CVLT COMMVAULT SYS INC Technology 7,427.0 $1.1M 0.00% +2K +29.7% $141.68 -5.4%
882 SOFI SOFI TECHNOLOGIES INC Financial Services 58,367.0 $1.0M 0.00% +2K +3.2% $17.94 +4.8%
883 MUSA MURPHY USA INC Consumer Cyclical 1,942.0 $1.0M 0.00% -157.0 -7.5% $538.94 -0.3%
884 FDS FACTSET RESH SYS INC Financial Services 4,521.0 $1.0M 0.00% -2K -34.4% $230.15 +28.7%
885 CTRE CARETRUST REIT INC Real Estate 25,772.0 $1.0M 0.00% +655.0 +2.6% $40.37 -0.9%
886 GH GUARDANT HEALTH INC Healthcare 6,912.0 $1.0M 0.00% +2K +47.5% $150.09 +14.8%
887 KEX KIRBY CORP Industrials 7,625.0 $1.0M 0.00% +2K +25.2% $136.04 +2.6%
888 JKHY HENRY JACK & ASSOC INC Technology 7,467.0 $1.0M 0.00% -3K -26.3% $137.68 +25.5%
889 ISHARES TR 20,736.0 $1.0M 0.00% +9K +72.3% $49.55
890 AUB ATLANTIC UN BANKSHARES CORP Financial Services 24,273.0 $1.0M 0.00% +4K +22.4% $42.30 -3.7%
891 NYT NEW YORK TIMES CO MTN BE Communication Services 14,591.0 $1.0M 0.00% -3K -19.1% $69.96 -1.1%
892 MPLX MPLX LP Energy 17,915.0 $1.0M 0.00% +7K +70.7% $56.33 +5.4%
893 PPA INVESCO EXCHANGE TRADED FD T 5,711.0 $1.0M 0.00% $176.65 -2.6%
894 ALGN ALIGN TECHNOLOGY INC Healthcare 5,964.0 $1.0M 0.00% -240.0 -3.9% $168.68 -4.9%
895 HLNE HAMILTON LANE INC Financial Services 12,725.0 $1.0M 0.00% +487.0 +4.0% $78.82 +33.7%
896 FFIV F5 INC Technology 2,386.0 $992K 0.00% +310.0 +14.9% $415.88 -3.8%
897 DGRW WISDOMTREE TR 10,342.0 $989K 0.00% $95.62 +3.7%
898 HUBS HUBSPOT INC Technology 5,410.0 $988K 0.00% +2K +44.0% $182.54 +29.3%
899 U UNITY SOFTWARE INC Technology 34,508.0 $987K 0.00% +4K +13.7% $28.61 +55.3%
900 PCG PG&E CORP Utilities 58,520.0 $984K 0.00% +4K +7.7% $16.81 +8.8%
Page 45 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%