M&T BANK CORPM&T BANK CORP

Institutional investor · Portfolio as of Q2 2026

Top Holdings1,781 positions

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Activity:
IWFIWF
ETF

ISHARES TR

11.7M$1.5B4.3%$55.86+122.42%
26 qtrssince 2020-Q1
Increased
94
IEFAIEFA
ETF

ISHARES TR

14.1M$1.4B4.0%$50.61+90.90%
26 qtrssince 2020-Q1
Increased
60

APPLE INC

4.6M$1.3B3.9%$75.75+351.46%
29 qtrssince 2019-Q2
Decreased
0
IWBIWB
ETF

ISHARES TR

2.9M$1.2B3.5%$181.53+132.12%
26 qtrssince 2020-Q1
Increased
59
IVVIVV
ETF

ISHARES TR

1.4M$1B3.0%$332.10+133.41%
26 qtrssince 2020-Q1
Increased
60
IWDIWD
ETF

ISHARES TR

3.8M$919.8M2.7%$133.70+91.56%
26 qtrssince 2020-Q1
Decreased
0
IEMGIEMG
ETF

ISHARES INC

9.6M$791.8M2.3%$42.51+83.69%
26 qtrssince 2020-Q1
Decreased
0

MICROSOFT CORP

2M$730.1M2.1%$170.45+216.48%
29 qtrssince 2019-Q2
Decreased
0

NVIDIA CORPORATION

3.6M$723.1M2.1%$32.27+573.12%
29 qtrssince 2019-Q2
Decreased
0

ALPHABET INC

2M$707.7M2.1%$83.53+312.93%
29 qtrssince 2019-Q2
Decreased
0
QUALQUAL
ETF

ISHARES TR

3.1M$672.7M2.0%$114.75+97.58%
26 qtrssince 2020-Q1
Decreased
0
IWMIWM
ETF

ISHARES TR

2.2M$657.1M1.9%$145.97+88.45%
26 qtrssince 2020-Q1
Decreased
0

JPMORGAN CHASE & CO

1.8M$574.9M1.7%$100.45+234.01%
29 qtrssince 2019-Q2
Decreased
0

BROADCOM INC

1.5M$574.6M1.7%$35.97+857.40%
29 qtrssince 2019-Q2
Decreased
0
IVWIVW
ETF

ISHARES TR

3.9M$530.3M1.6%$40.96+245.85%
26 qtrssince 2020-Q1
Decreased
0

AMAZON COM INC

2.1M$498.3M1.5%$117.87+116.13%
29 qtrssince 2019-Q2
Decreased
0
VEAVEA
ETF

VANGUARD TAX-MANAGED FDS

5.6M$400.3M1.2%$34.89+99.67%
29 qtrssince 2019-Q2
Decreased
0

JOHNSON & JOHNSON

1.5M$392.3M1.2%$121.27+108.86%
29 qtrssince 2019-Q2
Decreased
0
VOOVOO
ETF

VANGUARD INDEX FDS

533,520$366.4M1.1%$348.60+103.51%
29 qtrssince 2019-Q2
Increased
50

ALPHABET INC

1M$358.6M1.1%$93.66+272.84%
26 qtrssince 2020-Q1
Decreased
0
$34.1B
AUM
1,781
Positions
Q2 2026
Filing
HI score · 2.5/5
Quarterly 13F Value Change
-8%Q1'25$27.4B+6%Q2'25$29.1B+2%Q3'25$29.7B+5%Q4'25$31.1B-2%Q1'26$30.5B+12%Q2'26$34.1B
Activity profile
$ moved · Q2'26
New3%Increased37%Decreased56%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.2 years
<1Q4%1-4Q9%1-2Y6%2Y+81%

M&T BANK CORP manages $34.1B across 1781 positions as of Q2 2026. Top holdings: IWF (4.3%), IEFA (4.0%), AAPL (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.

Q2 2026 Summary

Active quarter - 137 new positions, 79 exits, 665 increased. Top move: IWF (INCREASED, conviction 94). Portfolio: $34.1B across 1781 positions.

Top holdings by portfolio weight

Total AUM$34B
IWF4.25%
IEFA3.98%
AAPL3.89%
IWB3.48%
IVV3.00%
IWD2.70%
IEMG2.32%
MSFT2.14%
NVDA2.12%
GOOG2.07%
Other1.97%

Portfolio allocation by GICS sector

Sectors11
Unknown44.19%
Technology17.71%
Financial Services8.01%
Healthcare6.02%
Industrials5.49%
Communication Services4.65%
Consumer Cyclical4.20%
Consumer Defensive3.16%
Energy2.79%
Basic Materials1.51%
Other2.27%

Behavioral investing profile

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Steady Compounder- primarily Unknown, Technology
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(2.5 / 5.0)
Holdings P&L65
Conviction40
Concentration45
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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