M&T Bank Corp.

Institutional investor · Portfolio as of Q2 2026

Top Holdings1,781 positions

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Activity:
IWF
IWF
ETF

ISHARES TR

11.7M$1.5B4.3%$55.86+105.90%
26 qtrssince 2020-Q1
Increased
61
IEFA
IEFA
ETF

ISHARES TR

14.1M$1.4B4.0%$47.84+104.16%
26 qtrssince 2020-Q1
Increased
60
AAPL

Apple Inc.

4.6M$1.3B3.9%$75.75+362.93%
29 qtrssince 2019-Q2
Decreased
0
IWB
IWB
ETF

ISHARES TR

2.9M$1.2B3.5%$178.41+131.12%
26 qtrssince 2020-Q1
Increased
59
IVV
IVV
ETF

ISHARES TR

1.4M$1B3.0%$313.29+141.32%
26 qtrssince 2020-Q1
Increased
60
IWD
IWD
ETF

ISHARES TR

3.8M$919.8M2.7%$126.37+107.82%
26 qtrssince 2020-Q1
Decreased
0
IEMG
IEMG
ETF

ISHARES INC

9.6M$791.8M2.3%$41.01+81.10%
26 qtrssince 2020-Q1
Decreased
0
MSFT

Microsoft Corporation

2M$730.1M2.1%$170.45+219.84%
29 qtrssince 2019-Q2
Decreased
0
NVDA

NVIDIA Corporation

3.6M$723.1M2.1%$32.27+453.64%
29 qtrssince 2019-Q2
Decreased
0
GOOG

Alphabet Inc.

2M$707.7M2.1%$83.53+242.42%
29 qtrssince 2019-Q2
Decreased
0
QUAL
QUAL
ETF

ISHARES TR

3.1M$672.7M2.0%$107.09+107.22%
26 qtrssince 2020-Q1
Decreased
0
IWM
IWM
ETF

ISHARES TR

2.2M$657.1M1.9%$135.70+108.19%
26 qtrssince 2020-Q1
Decreased
0
JPM

JPMorgan Chase & Co.

1.8M$574.9M1.7%$99.96+242.23%
29 qtrssince 2019-Q2
Decreased
0
AVGO

Broadcom Inc.

1.5M$574.6M1.7%$35.97+788.31%
29 qtrssince 2019-Q2
Decreased
0
IVW
IVW
ETF

ISHARES TR

3.9M$530.3M1.6%$40.96+224.85%
26 qtrssince 2020-Q1
Decreased
0
AMZN

Amazon.com, Inc.

2.1M$498.3M1.5%$117.87+126.45%
29 qtrssince 2019-Q2
Decreased
0
VEA
VEA
ETF

VANGUARD TAX-MANAGED FDS

5.6M$400.3M1.2%$34.93+100.11%
29 qtrssince 2019-Q2
Decreased
0
JNJ

Johnson & Johnson

1.5M$392.3M1.2%$121.19+132.79%
29 qtrssince 2019-Q2
Decreased
0
VOO
VOO
ETF

VANGUARD INDEX FDS

533,520$366.4M1.1%$340.81+103.01%
29 qtrssince 2019-Q2
Increased
50
GOOGL

Alphabet Inc.

1M$358.6M1.1%$93.66+207.64%
26 qtrssince 2020-Q1
Decreased
0
$34.1B
AUM
1,781
Positions
Q2 2026
Filing
HI rating · 3.0/5
Quarterly 13F Value Change
Reported 13F value ($B)
Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
QuarterReported value in US dollarsReported value change
2025-Q1$27,450,077,160-8.00025456516%
2025-Q2$29,104,088,1146.02552387871%
2025-Q3$29,741,064,3722.18861438127%
2025-Q4$31,146,555,7194.72576007846%
2026-Q1$30,531,814,034-1.97370678975%
2026-Q2$34,108,298,65711.7139604578%
Activity profile
$ moved · Q2'26
New3%Increased37%Decreased57%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: 3/5.0.

Q2 2026 Summary

Active quarter - 136 new positions, 78 exits, 661 increased. Top move: IWF (INCREASED, conviction 61). 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(3.0 / 5.0)
Holdings P&L66
Conviction50
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

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