M&T BANK CORPM&T BANK CORP

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings
$29.2B
AUM
1,713
Positions
Q1 2026
Filing
Rating · 2.5
Quarterly Portfolio Change
-2%Q4'24$29.8B-8%Q1'25$27.5B+6%Q2'25$29.1B+2%Q3'25$29.7B+5%Q4'25$31.1B-6%Q1'26$29.2B
Activity profile
$ moved · Q1'26
New0%Increased47%Decreased50%Exited3%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.1 years
<1Q3%1-4Q8%1-2Y6%2Y+82%

M&T BANK CORP manages $29.2B across 1713 positions as of Q1 2026. Top holdings: IEFA (4.1%), AAPL (4.0%), IWF (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.

Q1 2026 Summary

Active quarter - 99 new positions, 93 exits, 736 increased. Top move: IEFA (INCREASED, conviction 94). Portfolio: $29.2B across 1713 positions.

Top holdings by portfolio weight

Total AUM$29B
IEFA4.09%
AAPL4.02%
IWF3.83%
IWB3.42%
IVV2.81%
IWD2.59%
MSFT2.50%
IEMG2.22%
NVDA2.12%
GOOG1.93%
Other1.87%

Portfolio allocation by GICS sector

Sectors11
Unknown42.43%
Technology16.34%
Financial Services7.95%
Healthcare6.40%
Industrials5.62%
Communication Services4.81%
Consumer Cyclical4.53%
Energy3.75%
Consumer Defensive3.66%
Basic Materials2.03%
Other2.49%

Behavioral investing profile

Steady Compounder91%- primarily Unknown, Technology
Compare DNA across all funds
7-dimension quality assessment
Solid(2.5 / 5.0)
Track Record57
Conviction41
Concentration0
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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.

Holdings1,713 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction
IEFAIEFA
ETF

ISHARES TR

13.2M$1.2B4.1%$93.33+4.17%
25 qtrssince 2020-Q1
Increased
94

APPLE INC

4.6M$1.2B4.0%$253.75+24.26%
28 qtrssince 2019-Q2
Increased
94
IWFIWF
ETF

iShares Trust RUS 1000 GRW ETF

2.6M$1.1B3.8%$444.98-72.14%
25 qtrssince 2020-Q1
Increased
94
IWBIWB
ETF

ISHARES TR

2.8M$998.2M3.4%$372.11+11.02%
25 qtrssince 2020-Q1
Increased
94
IVVIVV
ETF

iShares Trust CORE S&P500 ETF

1.3M$821.7M2.8%$657.56+15.29%
25 qtrssince 2020-Q1
Increased
88
IWDIWD
ETF

ISHARES TR

3.5M$757.5M2.6%$221.95+11.22%
25 qtrssince 2020-Q1
Increased
88

MICROSOFT CORP

2M$730.7M2.5%$393.23-2.07%
28 qtrssince 2019-Q2
Increased
88
IEMGIEMG
ETF

ISHARES INC

9.3M$648M2.2%$71.63+13.53%
25 qtrssince 2020-Q1
Increased
87

NVIDIA CORPORATION

3.5M$618M2.1%$178.81+17.98%
28 qtrssince 2019-Q2
Increased
87

ALPHABET INC

2M$564.2M1.9%$299.70+18.46%
28 qtrssince 2019-Q2
Increased
80
QUALQUAL
ETF

ISHARES TR

2.9M$547.8M1.9%$201.32+9.13%
25 qtrssince 2020-Q1
Increased
80

JPMORGAN CHASE & CO

1.7M$511.4M1.8%$284.75+18.16%
28 qtrssince 2019-Q2
Increased
80
IWMIWM
ETF

ISHARES TR

2.1M$508.4M1.7%$250.67+18.08%
25 qtrssince 2020-Q1
Increased
80

BROADCOM INC

1.5M$463.9M1.6%$305.97+30.72%
28 qtrssince 2019-Q2
Increased
80
IVWIVW
ETF

ISHARES TR

3.9M$442.8M1.5%$118.60+16.86%
25 qtrssince 2020-Q1
Increased
79

AMAZON COM INC

2.1M$433.8M1.5%$206.71+18.69%
28 qtrssince 2019-Q2
Increased
79

JOHNSON & JOHNSON

1.5M$377.4M1.3%$144.26+78.14%
28 qtrssince 2019-Q2
Decreased
0
VEAVEA
ETF

VANGUARD TAX-MANAGED FDS

5.7M$362.5M1.2%$66.60+6.59%
28 qtrssince 2019-Q2
Increased
79
SPYSPY
Unit

State Street Spdr S&p 500 Etf Trust TR UNIT

473,070$307.7M1.1%$679.45+11.11%
28 qtrssince 2019-Q2
Increased
79

EXXON MOBIL CORP

1.8M$296.9M1.0%$116.55+19.16%
28 qtrssince 2019-Q2
Increased
79
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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