M&T BANK CORPM&T BANK CORP

Institutional investor · Portfolio as of Q1 2026

Top Holdings1,722 positions

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Activity:
IEFAIEFA
ETF

ISHARES TR

13.8M$1.2B4.1%$47.61+96.36%
25 qtrssince 2020-Q1
Increased
59

APPLE INC

4.7M$1.2B3.9%$75.75+234.42%
28 qtrssince 2019-Q2
Decreased
0
IWFIWF
ETF

ISHARES TR

2.8M$1.2B3.9%$52.74+101.77%
25 qtrssince 2020-Q1
Increased
65
IWBIWB
ETF

ISHARES TR

2.9M$1B3.3%$173.41+104.70%
25 qtrssince 2020-Q1
Increased
59
IVVIVV
ETF

ISHARES TR

1.3M$873.4M2.9%$296.04+119.42%
25 qtrssince 2020-Q1
Increased
56
IWDIWD
ETF

ISHARES TR

3.8M$811M2.7%$126.13+68.26%
25 qtrssince 2020-Q1
Increased
54

MICROSOFT CORP

2M$744.9M2.4%$170.45+116.29%
28 qtrssince 2019-Q2
Decreased
0
IEMGIEMG
ETF

ISHARES INC

9.7M$679M2.2%$41.35+73.61%
25 qtrssince 2020-Q1
Decreased
0

NVIDIA CORPORATION

3.6M$636.3M2.1%$32.27+439.17%
28 qtrssince 2019-Q2
Increased
54
QUALQUAL
ETF

ISHARES TR

3.1M$596.2M2.0%$107.09+78.41%
25 qtrssince 2020-Q1
Decreased
0

ALPHABET INC

2M$575.2M1.9%$83.53+243.00%
28 qtrssince 2019-Q2
Decreased
0
IWMIWM
ETF

ISHARES TR

2.2M$545.6M1.8%$135.70+81.85%
25 qtrssince 2020-Q1
Decreased
0

JPMORGAN CHASE & CO

1.8M$521.9M1.7%$100.45+190.03%
28 qtrssince 2019-Q2
Decreased
0

BROADCOM INC

1.5M$475.8M1.6%$35.97+757.66%
28 qtrssince 2019-Q2
Decreased
0
IVWIVW
ETF

ISHARES TR

4M$447.1M1.5%$40.96+175.61%
25 qtrssince 2020-Q1
Decreased
0

AMAZON COM INC

2.1M$442.6M1.4%$117.87+76.69%
28 qtrssince 2019-Q2
Increased
49

JOHNSON & JOHNSON

1.6M$381.9M1.3%$121.19+99.57%
28 qtrssince 2019-Q2
Decreased
0
VEAVEA
ETF

VANGUARD TAX-MANAGED FDS

5.7M$363.3M1.2%$34.89+82.27%
28 qtrssince 2019-Q2
Increased
49
VOOVOO
ETF

VANGUARD INDEX FDS

518,672$309.9M1.0%$308.85+92.42%
28 qtrssince 2019-Q2
Increased
53
SPYSPY
Unit

STATE STR SPDR S&P 500 ETF T

473,070$307.7M1.0%$309.83+108.84%
28 qtrssince 2019-Q2
Decreased
0
$30.5B
AUM
1,722
Positions
Q1 2026
Filing
HI score · 3.0/5
Quarterly 13F Value Change
-2%Q4'24$29.8B-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
Activity profile
$ moved · Q1'26
New2%Increased30%Decreased67%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.1 years
<1Q4%1-4Q8%1-2Y6%2Y+82%

M&T BANK CORP manages $30.5B across 1722 positions as of Q1 2026. Top holdings: IEFA (4.1%), AAPL (3.9%), IWF (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.

Q1 2026 Summary

Active quarter - 106 new positions, 92 exits, 691 increased. Top move: IWF (INCREASED, conviction 65). Portfolio: $30.5B across 1722 positions.

Top holdings by portfolio weight

Total AUM$31B
IEFA4.08%
AAPL3.91%
IWF3.90%
IWB3.34%
IVV2.86%
IWD2.66%
MSFT2.44%
IEMG2.22%
NVDA2.08%
QUAL1.95%
Other1.88%

Portfolio allocation by GICS sector

Sectors11
Unknown43.25%
Technology16.00%
Financial Services8.14%
Healthcare6.26%
Industrials5.53%
Communication Services4.71%
Consumer Cyclical4.44%
Energy3.66%
Consumer Defensive3.58%
Basic Materials1.98%
Other2.46%

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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