M&T BANK CORPM&T BANK CORP

Institutional investor · Portfolio as of Q1 2025

Top Holdings1,546 positions

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Activity:

APPLE INC

5.1M$1.1B4.2%$70.12+214.84%
24 qtrssince 2019-Q2
Decreased
0
IEFAIEFA
ETF

ISHARES TR

14.1M$1.1B3.9%$47.37+55.44%
21 qtrssince 2020-Q1
Decreased
0
IWFIWF
ETF

ISHARES TR

2.5M$914.5M3.3%$46.40+93.47%
21 qtrssince 2020-Q1
Decreased
0
IWBIWB
ETF

ISHARES TR

2.8M$862.5M3.1%$166.95+81.00%
21 qtrssince 2020-Q1
Decreased
0

MICROSOFT CORP

2.2M$823.5M3.0%$160.90+130.60%
24 qtrssince 2019-Q2
Decreased
0
IVVIVV
ETF

ISHARES TR

1.4M$766.7M2.8%$292.87+88.46%
21 qtrssince 2020-Q1
Increased
55
IWDIWD
ETF

ISHARES TR

3.8M$715.8M2.6%$123.25+49.00%
21 qtrssince 2020-Q1
Increased
55
QUALQUAL
ETF

ISHARES TR

3.4M$572.8M2.1%$107.09+57.40%
21 qtrssince 2020-Q1
Decreased
0
IEMGIEMG
ETF

ISHARES INC

9.9M$532.6M1.9%$39.80+31.97%
21 qtrssince 2020-Q1
Decreased
0

JPMORGAN CHASE & CO

1.9M$473.4M1.7%$98.33+142.11%
24 qtrssince 2019-Q2
Decreased
0
IWMIWM
ETF

ISHARES TR

2.4M$470.2M1.7%$135.70+44.72%
21 qtrssince 2020-Q1
Decreased
0

AMAZON COM INC

2.3M$436.7M1.6%$110.77+71.76%
24 qtrssince 2019-Q2
Decreased
0
IVWIVW
ETF

ISHARES TR

4.5M$418.6M1.5%$40.96+125.25%
21 qtrssince 2020-Q1
Decreased
0

NVIDIA CORPORATION

3.7M$400.1M1.5%$17.76+508.56%
24 qtrssince 2019-Q2
Decreased
0

ALPHABET INC

2.2M$341.7M1.2%$81.83+90.03%
24 qtrssince 2019-Q2
Decreased
0
VEAVEA
ETF

VANGUARD TAX-MANAGED FDS

6M$306.1M1.1%$34.73+40.77%
24 qtrssince 2019-Q2
Decreased
0
SPYSPY
Unit

STATE STR SPDR S&P 500 ETF T

529,998$296.5M1.1%$293.68+87.37%
24 qtrssince 2019-Q2
Decreased
0

BROADCOM INC

1.7M$289.7M1.1%$30.34+445.54%
24 qtrssince 2019-Q2
Decreased
0

JOHNSON & JOHNSON

1.7M$274.4M1.0%$121.19+31.72%
24 qtrssince 2019-Q2
Decreased
0

META PLATFORMS INC

470,288$271.1M1.0%$316.13+81.44%
24 qtrssince 2019-Q2
Decreased
0
$27.5B
AUM
1,546
Positions
Q1 2025
Filing
HI score · 3.0/5
Quarterly 13F Value Change
+9%Q4'23$27.2B+6%Q1'24$28.7B+2%Q2'24$29.3B+4%Q3'24$30.4B-2%Q4'24$29.8B-8%Q1'25$27.4B
Activity profile
$ moved · Q1'25
New4%Increased12%Decreased80%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.7 years
<1Q3%1-4Q5%1-2Y5%2Y+87%

M&T BANK CORP manages $27.5B across 1546 positions as of Q1 2025. Top holdings: AAPL (4.2%), IEFA (3.9%), IWF (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.

Q1 2025 Summary

Active quarter - 71 new positions, 166 exits, 375 increased. Top move: IVV (INCREASED, conviction 55). Portfolio: $27.5B across 1546 positions.

Top holdings by portfolio weight

Total AUM$27B
AAPL4.17%
IEFA3.87%
IWF3.33%
IWB3.14%
MSFT3.00%
IVV2.79%
IWD2.61%
QUAL2.09%
IEMG1.94%
JPM1.72%
Other1.71%

Portfolio allocation by GICS sector

Sectors11
Unknown41.67%
Technology15.41%
Financial Services9.40%
Healthcare7.05%
Consumer Cyclical5.02%
Industrials4.96%
Consumer Defensive4.23%
Communication Services4.09%
Energy3.14%
Basic Materials2.33%
Other2.71%

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(3.0 / 5.0)
Holdings P&L64
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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