M&T BANK CORPM&T BANK CORP

Institutional investor · Portfolio as of Q3 2025

Top Holdings1,479 positions

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Activity:
IEFAIEFA
ETF

ISHARES TR

13.8M$1.2B4.0%$47.61+79.09%
23 qtrssince 2020-Q1
Decreased
0
IWFIWF
ETF

ISHARES TR

2.5M$1.2B4.0%$47.05+147.99%
23 qtrssince 2020-Q1
Decreased
0

APPLE INC

4.6M$1.2B4.0%$70.12+261.79%
26 qtrssince 2019-Q2
Decreased
0
IWBIWB
ETF

ISHARES TR

2.8M$1B3.5%$173.41+108.71%
23 qtrssince 2020-Q1
Decreased
0

MICROSOFT CORP

2M$1B3.4%$160.90+219.28%
26 qtrssince 2019-Q2
Decreased
0
IVVIVV
ETF

ISHARES TR

1.3M$868.9M2.9%$292.87+125.86%
23 qtrssince 2020-Q1
Decreased
0
IWDIWD
ETF

ISHARES TR

3.8M$763.9M2.6%$125.42+59.85%
23 qtrssince 2020-Q1
Decreased
0

NVIDIA CORPORATION

3.3M$621.7M2.1%$17.76+947.79%
26 qtrssince 2019-Q2
Decreased
0
QUALQUAL
ETF

ISHARES TR

3.2M$618.7M2.1%$107.09+79.98%
23 qtrssince 2020-Q1
Decreased
0
IEMGIEMG
ETF

ISHARES INC

9.2M$606M2.0%$39.80+62.27%
23 qtrssince 2020-Q1
Decreased
0

JPMORGAN CHASE & CO

1.8M$561.7M1.9%$98.33+214.76%
26 qtrssince 2019-Q2
Decreased
0
IWMIWM
ETF

ISHARES TR

2.3M$545.8M1.8%$135.70+76.51%
23 qtrssince 2020-Q1
Decreased
0

BROADCOM INC

1.5M$509.2M1.7%$30.34+979.34%
26 qtrssince 2019-Q2
Decreased
0
IVWIVW
ETF

ISHARES TR

4.1M$496.9M1.7%$40.96+193.59%
23 qtrssince 2020-Q1
Decreased
0

ALPHABET INC

2M$489.6M1.6%$81.83+196.86%
26 qtrssince 2019-Q2
Decreased
0

AMAZON COM INC

2M$438.7M1.5%$110.77+98.22%
26 qtrssince 2019-Q2
Decreased
0
SPYSPY
Unit

STATE STR SPDR S&P 500 ETF T

547,809$364.9M1.2%$309.83+112.72%
26 qtrssince 2019-Q2
Decreased
0
VEAVEA
ETF

VANGUARD TAX-MANAGED FDS

5.6M$337.3M1.1%$34.73+68.07%
26 qtrssince 2019-Q2
Decreased
0

JOHNSON & JOHNSON

1.6M$294.5M1.0%$121.19+49.63%
26 qtrssince 2019-Q2
Decreased
0
VOOVOO
ETF

VANGUARD INDEX FDS

480,452$294.2M1.0%$308.85+96.02%
26 qtrssince 2019-Q2
Increased
44
$29.7B
AUM
1,479
Positions
Q3 2025
Filing
HI score · 3.0/5
Quarterly 13F Value Change
+2%Q2'24$29.3B+4%Q3'24$30.4B-2%Q4'24$29.8B-8%Q1'25$27.4B+6%Q2'25$29.1B+2%Q3'25$29.7B
Activity profile
$ moved · Q3'25
New8%Increased13%Decreased75%Exited4%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.1 years
<1Q2%1-4Q5%1-2Y6%2Y+87%

M&T BANK CORP manages $29.7B across 1479 positions as of Q3 2025. Top holdings: IEFA (4.0%), IWF (4.0%), AAPL (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.

Q3 2025 Summary

Active quarter - 64 new positions, 147 exits, 265 increased. Top move: VOO (INCREASED, conviction 44). Portfolio: $29.7B across 1479 positions.

Top holdings by portfolio weight

Total AUM$30B
IEFA4.04%
IWF3.98%
AAPL3.98%
IWB3.48%
MSFT3.43%
IVV2.92%
IWD2.57%
NVDA2.09%
QUAL2.08%
IEMG2.04%
Other1.89%

Portfolio allocation by GICS sector

Sectors11
Unknown44.05%
Technology17.29%
Financial Services8.85%
Healthcare5.73%
Industrials4.94%
Consumer Cyclical4.73%
Communication Services4.48%
Consumer Defensive3.39%
Energy2.64%
Basic Materials1.96%
Other1.95%

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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