M&T Bank Corp
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), M&T Bank Corp reported 1,741 stock positions worth $34.1 billion. Its top holding was iShares Russell 1000 Growth (IWF) at 4.3% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 4.0%) and Apple (AAPL, 3.9%). Compared with Q1 2026, it opened 132 new positions, sold out of 76, added to 663 and reduced 856. The biggest buy was iShares Russell 1000 Growth (IWF, shares +5%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BUFFALO, NY
- CIK
- 0000036270
- Portfolio Value
- $34.1B (Q2 2026)
- SEC Filing
- 0001193125-26-331637 ↗ filed Aug 4, 2026
Holdings Value
Holdings 1,741 stocks · $34.1B
| IWF iShares Russell 1000 Growth | 4.25% | 11,685,451 | $1.5B | Add +4.6% |
| IEFA iShares Core MSCI Eafe ETF | 3.98% | 14,058,378 | $1.4B | Add +2.1% |
| AAPL Apple Inc. | 3.89% | 4,589,772 | $1.3B | Reduce -2.3% |
| IWB iShares Russell 1000 ETF | 3.48% | 2,899,576 | $1.2B | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 3.00% | 1,367,395 | $1.0B | Add +2.3% |
| IWD iShares Russell 1000 Value E | 2.70% | 3,793,923 | $919.8M | Reduce -0.0% |
| IEMG iShares Core MSCI Emerging | 2.32% | 9,558,345 | $791.8M | Reduce -1.8% |
| MSFT Microsoft Corp. | 2.14% | 1,957,300 | $730.1M | Reduce -2.7% |
| NVDA Nvidia Corp. | 2.12% | 3,613,820 | $723.1M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 2.08% | 2,002,887 | $707.7M | Reduce -0.1% |
| QUAL iShares MSCI USA Quality Fac | 1.97% | 3,065,701 | $672.7M | Reduce -1.4% |
| IWM iShares Russell 2000 ETF | 1.93% | 2,186,976 | $657.1M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.69% | 1,756,250 | $574.9M | Reduce -1.0% |
| AVGO Broadcom Inc. | 1.68% | 1,521,040 | $574.6M | Reduce -1.1% |
| IVW iShares S&P 500 Growth ETF | 1.55% | 3,855,837 | $530.3M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 1.46% | 2,090,826 | $498.3M | Reduce -1.6% |
| VEA Vanguard Ftse Developed ETF | 1.17% | 5,618,163 | $400.3M | Reduce -0.9% |
| JNJ Johnson & Johnson | 1.15% | 1,544,780 | $392.3M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 1.07% | 533,520 | $366.4M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 1.05% | 1,003,455 | $358.6M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 455,201 | $339.9M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.92% | 261,864 | $314.1M | Add +6.8% |
| BND Vanguard Total Bond Market | 0.91% | 4,234,558 | $310.9M | Add +5.3% |
| CSCO Cisco Systems Inc. | 0.87% | 2,528,142 | $297.0M | Reduce -0.8% |
| TSPA T Rowe Price US Eqy Research | 0.83% | 5,930,767 | $281.9M | Add +0.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.80% | 1,147,230 | $273.1M | Reduce -0.0% |
| IWN iShares Russell 2000 Value E | 0.78% | 1,198,061 | $265.0M | Add +16.0% |
| ABBV Abbvie Inc. | 0.70% | 947,647 | $238.5M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.69% | 1,713,576 | $234.3M | Reduce -3.3% |
| META Meta Platforms Inc. Class A | 0.67% | 407,198 | $229.4M | Reduce -0.8% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.67% | 4,519,915 | $229.1M | Add +5.0% |
| AMAT Applied Materials Inc. | 0.62% | 294,579 | $213.0M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.61% | 196,206 | $208.9M | Add +2.2% |
| VGSH Vanguard Short-Term Treasury | 0.59% | 3,432,890 | $199.8M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.59% | 388,621 | $199.6M | Reduce -2.2% |
| HD Home Depot Inc. | 0.58% | 557,554 | $196.6M | Reduce -2.3% |
| BAC Bank of America Corp. | 0.55% | 3,299,488 | $188.0M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 0.54% | 197,308 | $184.6M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.54% | 1,434,057 | $184.3M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.52% | 1,219,348 | $178.8M | Reduce -1.2% |
| IVE iShares S&P 500 Value ETF | 0.51% | 768,621 | $174.5M | Reduce -3.7% |
| ADI Analog Devices Inc. | 0.49% | 417,925 | $166.0M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.48% | 1,590,240 | $165.2M | Reduce -0.7% |
| MS Morgan Stanley | 0.48% | 786,515 | $164.4M | Reduce -0.3% |
| CVX Chevron Corp. | 0.47% | 967,999 | $160.5M | Reduce -1.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.47% | 333,468 | $159.3M | Add +0.4% |
| CTVA Corteva Inc. | 0.45% | 1,802,377 | $152.6M | Reduce -1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 2,442,871 | $145.8M | Reduce -1.5% |
| QCOM Qualcomm Inc. | 0.43% | 785,446 | $145.1M | Reduce -1.9% |
| TSLA Tesla Inc. | 0.42% | 340,345 | $143.1M | Reduce -0.3% |
| BLK BlackRock Inc. | 0.41% | 144,738 | $139.2M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 276,438 | $138.3M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.40% | 1,019,440 | $138.0M | Reduce -2.7% |
| IWO iShares Russell 2000 Growth | 0.40% | 344,603 | $135.8M | Reduce -1.9% |
| REET iShares Global REIT ETF | 0.40% | 4,914,523 | $135.7M | Add +1.7% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 870,029 | $129.0M | Reduce -2.5% |
| ORCL Oracle Corp. | 0.38% | 879,151 | $128.8M | Add +2.2% |
| Q Qnity Electronics Inc. | 0.38% | 787,221 | $128.6M | Reduce -1.2% |
| UNP Union Pacific Corp. | 0.38% | 470,908 | $128.1M | Reduce -0.4% |
| VGT Vanguard Info Tech ETF | 0.36% | 1,034,424 | $123.6M | Reduce -5.0% |
| UNH Unitedhealth Group Inc. | 0.34% | 279,089 | $116.0M | Reduce -1.4% |
| JCI Johnson Controls Internation | 0.33% | 759,475 | $111.0M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 150,281 | $110.7M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 387,339 | $108.9M | Reduce -0.8% |
| RTX RTX Corp. | 0.32% | 567,811 | $107.7M | Add +9.0% |
| PM Philip Morris International | 0.31% | 593,479 | $107.4M | Reduce -1.9% |
| INTC Intel Corp. | 0.31% | 756,383 | $105.6M | Add +0.5% |
| COP Conocophillips | 0.30% | 973,514 | $101.2M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.28% | 1,171,260 | $95.2M | Reduce -0.7% |
| EFV iShares MSCI Eafe Value ETF | 0.28% | 1,236,800 | $94.7M | Reduce -1.4% |
| APD Air Products & Chemicals Inc. | 0.28% | 322,545 | $94.6M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 1,224,173 | $94.4M | Reduce -8.9% |
| DE Deere & Co. | 0.27% | 147,542 | $93.6M | Add +0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 306,174 | $92.8M | Reduce -2.2% |
| V Visa Inc. Class A | 0.27% | 268,488 | $92.1M | Reduce -3.1% |
| AEP American Electric Power | 0.27% | 672,853 | $92.1M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.27% | 180,309 | $91.9M | Reduce -1.1% |
| HDV iShares Core High Dividend E | 0.27% | 3,340,337 | $91.6M | Add +0.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.26% | 503,632 | $89.9M | Reduce -2.5% |
| MU Micron Technology Inc. | 0.26% | 77,888 | $89.9M | Add +21.9% |
| VLO Valero Energy Corp. | 0.26% | 337,567 | $87.9M | Reduce -1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 402,616 | $87.7M | Add +0.5% |
| SUSA iShares ESG Optimized MSCI U | 0.25% | 563,054 | $86.9M | Reduce -2.1% |
| NEE Nextera Energy Inc. | 0.25% | 986,064 | $86.5M | Reduce -0.8% |
| DHR Danaher Corp. | 0.24% | 423,784 | $80.7M | Reduce -4.0% |
| MCD McDonald's Corp. | 0.23% | 295,704 | $79.9M | Reduce -3.2% |
| PSX Phillips 66 | 0.23% | 470,824 | $79.6M | Reduce -1.5% |
| NVT Nvent Electric PLC | 0.23% | 464,012 | $78.7M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.23% | 258,982 | $77.2M | Reduce -0.9% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 202,884 | $75.8M | Reduce -7.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 777,314 | $74.8M | Reduce -1.2% |
| ABT Abbott Laboratories | 0.22% | 821,897 | $74.6M | Reduce -5.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.22% | 544,152 | $74.4M | Reduce -2.7% |
| AMD Advanced Micro Devices | 0.21% | 125,128 | $72.7M | Add +5.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 838,589 | $72.2M | Add +0.2% |
| WMT Walmart Inc. | 0.21% | 620,349 | $70.3M | Reduce -2.6% |
| DD Dupont DE Nemours Inc. | 0.21% | 516,594 | $70.1M | Reduce -0.9% |
| EOG EOG Resources Inc. | 0.20% | 531,165 | $68.9M | Reduce -0.9% |
| TGT Target Corp. | 0.20% | 526,574 | $68.8M | Reduce -0.8% |
| ADP Automatic Data Processing | 0.19% | 294,726 | $66.0M | Reduce -1.5% |
Options reported separately and not counted above: CAT calls ($1.2M), AMAT calls ($848K), BAC calls ($209K), JNJ calls ($148K), JPM calls ($123K), ABBV calls ($114K), VLO calls ($113K), CSCO calls ($83K), TXN calls ($81K), IBM calls ($81K), QCOM calls ($47K), UNH calls ($34K), and 28 more.
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -2.7% | 2.14% | −0.30 |
| XOM Exxon Mobil Corp. | Reduce -3.3% | 0.69% | −0.30 |
| CVX Chevron Corp. | Reduce -1.7% | 0.47% | −0.20 |
| COP Conocophillips | Reduce -1.7% | 0.30% | −0.13 |
| PEP Pepsico Inc. | Reduce -2.7% | 0.40% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.54% | −0.10 |
| JNJ Johnson & Johnson | Reduce -1.1% | 1.15% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.67% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -1.1% | 0.27% | −0.09 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.23% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.4% | 0.59% | −0.07 |
| ABT Abbott Laboratories | Reduce -5.0% | 0.22% | −0.07 |
| DOW Dow Inc. | Reduce -2.5% | 0.10% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -2.2% | 0.59% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.18% | −0.06 |
| PFE Pfizer Inc. | Reduce -1.8% | 0.19% | −0.06 |
| CME Cme Group Inc. | Reduce -2.7% | 0.11% | −0.06 |
| ACN Accenture PLC Class A | Reduce -3.5% | 0.07% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.52% | −0.06 |
| T AT&T Inc. | Reduce -2.7% | 0.09% | −0.06 |
| NFLX Netflix Inc. | Reduce -13.7% | 0.08% | −0.06 |
| CTVA Corteva Inc. | Reduce -1.6% | 0.45% | −0.05 |
| WMT Walmart Inc. | Reduce -2.6% | 0.21% | −0.05 |
| BLK BlackRock Inc. | Reduce -0.9% | 0.41% | −0.05 |
| EOG EOG Resources Inc. | Reduce -0.9% | 0.20% | −0.05 |
| PSX Phillips 66 | Reduce -1.5% | 0.23% | −0.05 |
| ZTS Zoetis Inc. | Reduce -37.4% | 0.03% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -0.8% | 0.25% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -4.3% | 0.18% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -3.7% | 0.51% | −0.04 |
| INTU Intuit Inc. | Reduce -25.7% | 0.03% | −0.04 |
| HD Home Depot Inc. | Reduce -2.3% | 0.58% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -34.3% | 0.08% | −0.04 |
| DHR Danaher Corp. | Reduce -4.0% | 0.24% | −0.04 |
| TJX TJX Companies Inc. | Reduce -2.1% | 0.18% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -1.8% | 0.54% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.41% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -0.9% | 0.28% | −0.03 |
| MDT Medtronic PLC | Reduce -3.3% | 0.12% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.8% | 0.07% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -0.9% | 0.21% | −0.03 |
| FDX FedEx Corp. | Reduce -0.9% | 0.10% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.2% | 0.22% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.4% | 0.28% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -6.3% | 0.07% | −0.03 |
| CRM Salesforce Inc. | Reduce -5.9% | 0.06% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.1% | 0.13% | −0.03 |
| DUK Duke Energy Corp. | Reduce -2.8% | 0.13% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -0.7% | 0.48% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 1.69% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| IWF iShares Russell 1000 Growth | Add +4.6% | 4.25% | +0.35 |
| INTC Intel Corp. | Add +0.5% | 0.31% | +0.20 |
| MU Micron Technology Inc. | Add +21.9% | 0.26% | +0.19 |
| LLY Eli Lilly & Co. | Add +6.8% | 0.92% | +0.18 |
| CAT Caterpillar Inc. | Add +2.2% | 0.61% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +2.3% | 3.00% | +0.14 |
| IWB iShares Russell 1000 ETF | Add +1.3% | 3.48% | +0.14 |
| IWN iShares Russell 2000 Value E | Add +16.0% | 0.78% | +0.14 |
| AMD Advanced Micro Devices | Add +5.5% | 0.21% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.4% | 0.47% | +0.10 |
| PANW Palo Alto Networks Inc. | Add +6.6% | 0.17% | +0.09 |
| KLAC KLA Corp. | Add +1.8% | 0.16% | +0.07 |
| LRCX Lam Research Corp. | Add +2.6% | 0.14% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +2.9% | 1.07% | +0.06 |
| GLW Corning Inc. | Add +2.5% | 0.11% | +0.05 |
| MRVL Marvell Technology Inc. | Add +5.3% | 0.07% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.7% | 0.10% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.32% | +0.04 |
| VONG Vanguard Russell 1000 Growth | Add +38.3% | 0.11% | +0.03 |
| TSPA T Rowe Price US Eqy Research | Add +0.1% | 0.83% | +0.03 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +66.7% | 0.08% | +0.03 |
| GEV GE Vernova Inc. | Add +0.5% | 0.15% | +0.03 |
| BE Bloom Energy Corp. Class A | Add +5.9% | 0.04% | +0.02 |
| WDC Western Digital Corp. | Add +8.8% | 0.04% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.0% | 0.07% | +0.02 |
| ALAB Astera Labs Inc. | Add +11.5% | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +25.0% | 0.05% | +0.02 |
| XLK SS Technology Select Sector | Add +0.4% | 0.07% | +0.02 |
| ANET Arista Networks Inc. | Add +7.7% | 0.07% | +0.02 |
| PVAL Putnam Focused LRG Cap Value | Add +13.6% | 0.13% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +3.8% | 0.13% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +4.5% | 0.11% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 0.21% | +0.01 |
| CVS CVS Health Corp. | Add +1.7% | 0.05% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +4.3% | 0.09% | +0.01 |
| TRP TC Energy Corp. | Add +430.4% | 0.01% | +0.01 |
| NGG National Grid PLC-SP ADR | Add +63.5% | 0.03% | +0.01 |
| GTY Getty Realty Corp. | New | 0.01% | +0.01 |
| DDOG Datadog Inc. Class A | Add +17.3% | 0.01% | +0.01 |
| CRDO Credo Technology Group Holdi | Add +20.9% | 0.01% | +0.01 |
| GVI iShares Intermediate Governm | Add +26.7% | 0.06% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +16.2% | 0.14% | +0.01 |
| FTNT Fortinet Inc. | Add +1.4% | 0.02% | +0.01 |
| STT State Street Corp. | Add +0.3% | 0.04% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +7.9% | 0.04% | +0.01 |
| URI United Rentals Inc. | Add +6.6% | 0.02% | +0.01 |
| CGNX Cognex Corp. | Add +5.3% | 0.02% | +0.01 |
| STRL Sterling Infrastructure Inc. | Add +76.5% | 0.01% | +0.01 |
| DVN Devon Energy Corp. | Add +200.2% | 0.01% | +0.01 |
| LITE Lumentum Holdings Inc. | Add +7.2% | 0.04% | +0.01 |
Options Activity Q1 2026 → Q2 2026
| CAT Caterpillar Inc. | call | Add +41.7% | 85 | $1.2M |
| AMAT Applied Materials Inc. | call | New | 40 | $848K |
| BAC Bank of America Corp. | call | Add +8.6% | 605 | $209K |
| JNJ Johnson & Johnson | call | Reduce -4.0% | 119 | $148K |
| JPM JPMorgan Chase & Co. | call | Add +11.0% | 111 | $123K |
| ABBV Abbvie Inc. | call | Add +2.5% | 82 | $114K |
| VLO Valero Energy Corp. | call | Add +11.9% | 94 | $113K |
| CSCO Cisco Systems Inc. | call | Add +5.1% | 307 | $83K |
| TXN Texas Instruments Inc. | call | Reduce -3.3% | 59 | $81K |
| IBM Intl Business Machines Corp. | call | Add +27.0% | 47 | $81K |
| QCOM Qualcomm Inc. | call | Add +5.7% | 111 | $47K |
| UNH Unitedhealth Group Inc. | call | Reduce -4.5% | 21 | $34K |
| XOM Exxon Mobil Corp. | call | Reduce -12.4% | 113 | $30K |
| MS Morgan Stanley | call | Add +14.6% | 141 | $27K |
| RF Regions Financial Corp. | call | Add +3.9% | 377 | $26K |
| AEP American Electric Power | call | Add +6.9% | 139 | $26K |
| SBUX Starbucks Corp. | call | Add +9.3% | 117 | $21K |
| NEE Nextera Energy Inc. | call | Reduce -15.2% | 112 | $16K |
| PM Philip Morris International | call | Add +4.5% | 92 | $16K |
| TGT Target Corp. | call | Add +7.7% | 84 | $15K |
| VZ Verizon Communications Inc. | call | Reduce -11.8% | 491 | $14K |
| MDT Medtronic PLC | call | Reduce -0.7% | 141 | $13K |
| MET Metlife Inc. | call | Reduce -1.0% | 194 | $13K |
| JCI Johnson Controls Internation | call | Reduce -7.1% | 158 | $13K |
| PCAR Paccar Inc. | call | Reduce -10.2% | 79 | $10K |
| CVX Chevron Corp. | call | Add +0.8% | 129 | $10K |
| LMT Lockheed Martin Corp. | call | Reduce -23.5% | 13 | $9K |
| PFE Pfizer Inc. | call | Add +0.7% | 703 | $7K |
| DUK Duke Energy Corp. | call | Reduce -6.5% | 100 | $7K |
| UNP Union Pacific Corp. | call | Add +29.6% | 35 | $7K |
| BLK BlackRock Inc. | call | Add +12.5% | 9 | $2K |
| CME Cme Group Inc. | call | Reduce -11.1% | 32 | $992 |
| T AT&T Inc. | call | Reduce -2.8% | 318 | $954 |
| AVGO Broadcom Inc. | call | Reduce -10.3% | 26 | $936 |
| PG The Procter & Gamble Co. | call | Reduce -19.4% | 58 | $870 |
| MTB M & T Bank Corp. | put | Add +33.0% | 133 | $665 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,741 | $34.1B | IWF, IEFA, AAPL, IWB, IVV |
| Q1 2026Amended | 1,683 | $30.5B | IEFA, AAPL, IWF, IWB, IVV |
| Q4 2025Amended | 1,669 | $31.1B | AAPL, IEFA, IWF, IWB, MSFT |
| Q3 2025 | 1,439 | $29.7B | IEFA, IWF, AAPL, IWB, MSFT |
| Q2 2025 | 1,523 | $29.1B | IEFA, IWF, MSFT, AAPL, IWB |
| Q1 2025 | 1,503 | $27.4B | AAPL, IEFA, IWF, IWB, MSFT |
| Q4 2024 | 1,598 | $29.8B | AAPL, IWF, IEFA, MSFT, IWB |
| Q3 2024Amended | 1,585 | $30.4B | AAPL, IEFA, IWF, MSFT, IWB |
| Q2 2024 | 1,555 | $29.3B | AAPL, IEFA, MSFT, IWF, IWB |
| Q1 2024 | 1,566 | $28.7B | IEFA, MSFT, AAPL, IWF, IWB |