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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 63 of 86  ·  1,713 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 3,309.0 $387K 0.00% -63.0 -1.9% $117.06 +1.7%
1242 BCO BRINKS CO Industrials 3,721.0 $386K 0.00% -3K -47.7% $103.63 -5.8%
1243 NBTB NBT BANCORP INC Financial Services 9,040.0 $385K 0.00% $42.58 +9.6%
1244 HIMS HIMS & HERS HEALTH INC Healthcare 18,522.0 $385K 0.00% +4K +28.0% $20.76 +70.9%
1245 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 2,568.0 $384K 0.00% +271.0 +11.8% $149.52 +17.2%
1246 SKT TANGER INC Real Estate 11,256.0 $382K 0.00% -308.0 -2.7% $33.98 +15.2%
1247 LEA LEAR CORP Consumer Cyclical 3,126.0 $378K 0.00% +74.0 +2.4% $121.08 +15.4%
1248 GXO GXO LOGISTICS INCORPORATED Industrials 7,281.0 $378K 0.00% +2K +32.5% $51.85 -6.2%
1249 ECPG ENCORE CAP GROUP INC Financial Services 5,383.0 $377K 0.00% -282.0 -5.0% $70.12 +18.4%
1250 DOCS DOXIMITY INC Healthcare 16,170.0 $377K 0.00% +8K +104.4% $23.30 -12.2%
1251 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,821.0 $376K 0.00% -49.0 -1.7% $133.11 -17.2%
1252 PK PARK HOTELS & RESORTS INC Real Estate 35,616.0 $375K 0.00% -38K -51.4% $10.53 +39.8%
1253 AGYS AGILYSYS INC Technology 5,267.0 $375K 0.00% -3K -38.8% $71.14 +23.0%
1254 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 4,094.0 $374K 0.00% +149.0 +3.8% $91.37 -4.5%
1255 WTM WHITE MTNS INS GROUP LTD Financial Services 170.0 $373K 0.00% +4.0 +2.4% $2196.96 -8.4%
1256 XMTR XOMETRY INC Industrials 9,138.0 $373K 0.00% +548.0 +6.4% $40.84 +128.4%
1257 DY DYCOM INDS INC Industrials 1,101.0 $373K 0.00% +91.0 +9.0% $338.82 +34.8%
1258 PHG KONINKLIJKE PHILIPS N V Healthcare 13,572.0 $372K 0.00% -1K -9.0% $27.40 -2.3%
1259 IWX ISHARES TR 4,003.0 $371K 0.00% -750.0 -15.8% $92.67 +13.9%
1260 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 6,254.0 $371K 0.00% $59.27 -20.8%
Page 63 of 86  ·  1,713 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%