M&T Bank Corp
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed September 4, 2026), M&T Bank Corp reported 1,683 stock positions worth $30.5 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 4.1% of the portfolio, followed by Apple (AAPL, 3.9%) and iShares Russell 1000 Growth (IWF, 3.9%). Compared with Q4 2025, it opened 101 new positions, sold out of 88, added to 693 and reduced 802. The biggest buy was Chevron (CVX, shares +2%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BUFFALO, NY
- CIK
- 0000036270
- Portfolio Value
- $30.5B (Q1 2026)
- SEC Filing
- 0001193125-26-382765 ↗ filed Sep 4, 2026
Holdings Value
Holdings 1,683 stocks · $30.5B
| IEFA iShares Core MSCI Eafe ETF | 4.08% | 13,770,874 | $1.2B | Add +0.6% |
| AAPL Apple Inc. | 3.91% | 4,698,809 | $1.2B | Reduce -1.7% |
| IWF iShares Russell 1000 Growth | 3.90% | 2,793,668 | $1.2B | Add +10.6% |
| IWB iShares Russell 1000 ETF | 3.34% | 2,861,198 | $1.0B | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 2.86% | 1,337,071 | $873.4M | Add +2.1% |
| IWD iShares Russell 1000 Value E | 2.66% | 3,795,390 | $811.0M | Add +0.3% |
| MSFT Microsoft Corp. | 2.44% | 2,012,240 | $744.9M | Reduce -0.7% |
| IEMG iShares Core MSCI Emerging | 2.22% | 9,734,803 | $679.0M | Reduce -0.1% |
| NVDA Nvidia Corp. | 2.08% | 3,648,647 | $636.3M | Add +0.8% |
| QUAL iShares MSCI USA Quality Fac | 1.95% | 3,108,407 | $596.2M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.88% | 2,005,218 | $575.2M | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 1.79% | 2,200,172 | $545.6M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 1.71% | 1,774,041 | $521.9M | Reduce -1.3% |
| AVGO Broadcom Inc. | 1.56% | 1,537,171 | $475.8M | Reduce -2.2% |
| IVW iShares S&P 500 Growth ETF | 1.46% | 3,952,813 | $447.1M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 1.45% | 2,125,339 | $442.6M | Add +0.4% |
| JNJ Johnson & Johnson | 1.25% | 1,562,263 | $381.9M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 1.19% | 5,669,825 | $363.3M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 1.02% | 518,672 | $309.9M | Add +8.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 473,070 | $307.7M | Reduce -9.6% |
| XOM Exxon Mobil Corp. | 0.98% | 1,771,963 | $300.6M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 0.97% | 1,030,996 | $296.5M | Add +1.1% |
| BND Vanguard Total Bond Market | 0.97% | 4,019,694 | $296.0M | Add +4.8% |
| TSPA T Rowe Price US Eqy Research | 0.79% | 5,923,930 | $242.3M | Add +0.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.78% | 1,147,339 | $237.2M | Reduce -23.0% |
| META Meta Platforms Inc. Class A | 0.77% | 410,334 | $234.8M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.74% | 245,260 | $225.6M | Reduce -2.2% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.72% | 4,304,166 | $219.5M | Add +1.6% |
| ABBV Abbvie Inc. | 0.69% | 961,937 | $209.2M | Reduce -1.3% |
| CVX Chevron Corp. | 0.67% | 984,520 | $203.7M | Add +2.0% |
| VGSH Vanguard Short-Term Treasury | 0.66% | 3,446,621 | $201.8M | Add +1.7% |
| MA Mastercard Inc. Class A | 0.65% | 397,398 | $198.6M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.65% | 2,549,434 | $197.8M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.65% | 197,678 | $197.0M | Reduce -0.6% |
| IWN iShares Russell 2000 Value E | 0.64% | 1,032,930 | $195.8M | Add +1.5% |
| HD Home Depot Inc. | 0.61% | 570,874 | $187.8M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.58% | 1,234,639 | $178.3M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.58% | 1,459,782 | $175.6M | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 0.55% | 798,208 | $168.5M | Reduce -2.6% |
| PEP Pepsico Inc. | 0.53% | 1,047,319 | $162.6M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.53% | 3,325,588 | $162.1M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.51% | 1,601,856 | $155.6M | Reduce -1.5% |
| CTVA Corteva Inc. | 0.50% | 1,832,110 | $153.4M | Reduce -1.0% |
| BLK BlackRock Inc. | 0.46% | 146,019 | $140.4M | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.45% | 191,944 | $136.0M | Reduce -3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 280,301 | $134.3M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.44% | 2,480,601 | $134.1M | Reduce -0.9% |
| ADI Analog Devices Inc. | 0.44% | 420,605 | $133.8M | Reduce -2.0% |
| COP Conocophillips | 0.43% | 990,146 | $130.7M | Reduce -1.9% |
| MS Morgan Stanley | 0.43% | 788,787 | $129.8M | Reduce -1.2% |
| TSLA Tesla Inc. | 0.42% | 341,275 | $126.9M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.41% | 859,981 | $126.5M | Reduce -2.5% |
| REET iShares Global REIT ETF | 0.40% | 4,833,284 | $121.6M | Add +1.4% |
| UNP Union Pacific Corp. | 0.38% | 472,766 | $114.7M | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 332,196 | $112.3M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 892,558 | $111.0M | Reduce -9.3% |
| IWO iShares Russell 2000 Growth | 0.36% | 351,267 | $110.2M | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.36% | 182,252 | $110.2M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.34% | 800,743 | $103.1M | Reduce -2.6% |
| AMAT Applied Materials Inc. | 0.33% | 295,328 | $100.9M | Reduce -0.1% |
| RTX RTX Corp. | 0.33% | 520,844 | $100.5M | Reduce -0.8% |
| PM Philip Morris International | 0.33% | 604,847 | $100.0M | Reduce -0.9% |
| JCI Johnson Controls Internation | 0.33% | 762,887 | $99.9M | Reduce -6.9% |
| VGT Vanguard Info Tech ETF | 0.31% | 136,062 | $94.9M | Reduce -2.3% |
| MCD McDonald's Corp. | 0.31% | 305,425 | $94.9M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 390,486 | $94.7M | Reduce -0.6% |
| APD Air Products & Chemicals Inc. | 0.31% | 325,627 | $94.6M | Reduce -1.1% |
| EFV iShares MSCI Eafe Value ETF | 0.31% | 1,254,267 | $93.3M | Reduce -2.6% |
| NEE Nextera Energy Inc. | 0.30% | 994,088 | $92.3M | Reduce -0.6% |
| Q Qnity Electronics Inc. | 0.30% | 796,525 | $91.9M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 1,343,949 | $90.8M | Reduce -3.9% |
| HDV iShares Core High Dividend E | 0.30% | 666,567 | $90.5M | Reduce -3.0% |
| KO The Coca-Cola Co. | 0.29% | 1,179,013 | $89.7M | Reduce -0.2% |
| ABT Abbott Laboratories | 0.29% | 865,359 | $88.8M | Add +0.9% |
| AEP American Electric Power | 0.29% | 672,394 | $88.1M | Reduce -1.4% |
| PSX Phillips 66 | 0.29% | 477,840 | $87.1M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 149,919 | $86.5M | Add +4.6% |
| VLO Valero Energy Corp. | 0.28% | 340,916 | $84.2M | Add +2.0% |
| V Visa Inc. Class A | 0.27% | 277,049 | $83.7M | Reduce -3.9% |
| DHR Danaher Corp. | 0.27% | 441,465 | $83.7M | Add +0.6% |
| DE Deere & Co. | 0.27% | 146,658 | $82.6M | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 313,171 | $82.0M | Reduce -0.2% |
| WMT Walmart Inc. | 0.26% | 636,620 | $79.1M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 400,499 | $78.6M | Add +30.0% |
| PFE Pfizer Inc. | 0.25% | 2,765,589 | $77.7M | Add +8.9% |
| EOG EOG Resources Inc. | 0.25% | 536,112 | $77.5M | Add +3.8% |
| UNH Unitedhealth Group Inc. | 0.25% | 283,128 | $76.6M | Add +7.4% |
| SUSA iShares ESG Optimized MSCI U | 0.25% | 575,282 | $76.0M | Add +10.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 786,433 | $75.8M | Add +2.6% |
| VZ Verizon Communications Inc. | 0.25% | 1,508,894 | $75.7M | Add +1.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.24% | 516,834 | $74.8M | Reduce -3.6% |
| DD Dupont DE Nemours Inc. | 0.23% | 1,564,010 | $71.6M | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 0.22% | 284,085 | $67.1M | Reduce -2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 419,252 | $67.0M | Reduce -4.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.22% | 559,450 | $66.3M | Add +1.0% |
| TGT Target Corp. | 0.21% | 530,600 | $64.3M | Add +1.4% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 218,354 | $62.0M | Add +6.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 556,347 | $62.0M | Reduce -6.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 139,449 | $60.9M | Add +23.3% |
| ADP Automatic Data Processing | 0.20% | 299,303 | $60.8M | Reduce -4.4% |
Options reported separately and not counted above: VLO calls ($210K), CVX calls ($200K), XOM calls ($157K), JNJ calls ($105K), CSCO calls ($54K), VZ calls ($51K), AEP calls ($47K), MTB puts ($38K), CAT calls ($29K), LMT calls ($27K), NEE calls ($25K), TGT calls ($21K), and 27 more.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.7% | 2.44% | −0.71 |
| AAPL Apple Inc. | Reduce -1.7% | 3.91% | −0.27 |
| AVGO Broadcom Inc. | Reduce -2.2% | 1.56% | −0.19 |
| MTB M & T Bank Corp. | Reduce -23.0% | 0.78% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 1.88% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 1.71% | −0.15 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.4% | 1.46% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.6% | 1.01% | −0.14 |
| ORCL Oracle Corp. | Reduce -2.5% | 0.41% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -2.2% | 0.74% | −0.13 |
| QCOM Qualcomm Inc. | Reduce -2.6% | 0.34% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 0.77% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.65% | −0.08 |
| TSLA Tesla Inc. | Reduce -0.4% | 0.42% | −0.08 |
| BAC Bank of America Corp. | Reduce -1.3% | 0.53% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -0.6% | 0.31% | −0.06 |
| ADP Automatic Data Processing | Reduce -4.4% | 0.20% | −0.06 |
| OMC Omnicom Group | Reduce -58.6% | 0.04% | −0.06 |
| BLK BlackRock Inc. | Reduce -2.1% | 0.46% | −0.05 |
| V Visa Inc. Class A | Reduce -3.9% | 0.27% | −0.05 |
| ADBE Adobe Inc. | Reduce -10.1% | 0.07% | −0.04 |
| INTU Intuit Inc. | Reduce -4.2% | 0.07% | −0.04 |
| AXP American Express Co. | Reduce -1.3% | 0.16% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.2% | 1.95% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.3% | 0.69% | −0.03 |
| MS Morgan Stanley | Reduce -1.2% | 0.43% | −0.03 |
| NOW ServiceNow Inc. | Reduce -3.8% | 0.06% | −0.03 |
| HD Home Depot Inc. | Reduce -1.8% | 0.61% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.9% | 0.16% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -2.3% | 0.31% | −0.03 |
| APP AppLovin Corp. Class A | Reduce -2.1% | 0.04% | −0.02 |
| COF Capital One Financial Corp. | Reduce -1.8% | 0.07% | −0.02 |
| MET Metlife Inc. | Reduce -3.2% | 0.17% | −0.02 |
| ORI Old Republic Intl Corp. | Reduce -1.8% | 0.13% | −0.02 |
| CPNG Coupang Inc. | Reduce -67.4% | 0.01% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -4.3% | 0.09% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.3% | 0.36% | −0.02 |
| VFH Vanguard Financials ETF | Reduce -6.6% | 0.10% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.44% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -8.9% | 0.09% | −0.01 |
| UL Unilever PLC-Sponsored ADR | Reduce -1.2% | 0.10% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -6.0% | 0.20% | −0.01 |
| SAP Sap SE-Sponsored ADR | Reduce -19.6% | 0.02% | −0.01 |
| BX Blackstone Inc. | Reduce -5.8% | 0.03% | −0.01 |
| MCO Moody's Corp. | Reduce -2.1% | 0.08% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -8.8% | 0.16% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -40.1% | 0.02% | −0.01 |
| SPGI S&P Global Inc. | Reduce -0.1% | 0.05% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -14.1% | 0.04% | −0.01 |
| MMM 3M Co. | Reduce -0.4% | 0.12% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| CVX Chevron Corp. | Add +2.0% | 0.67% | +0.19 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.6% | 4.08% | +0.15 |
| VLO Valero Energy Corp. | Add +2.0% | 0.28% | +0.10 |
| IWD iShares Russell 1000 Value E | Add +0.3% | 2.66% | +0.10 |
| EOG EOG Resources Inc. | Add +3.8% | 0.25% | +0.08 |
| DOW Dow Inc. | Add +5.5% | 0.17% | +0.08 |
| T AT&T Inc. | Add +71.4% | 0.15% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +30.0% | 0.26% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +10.6% | 3.90% | +0.06 |
| PVAL Putnam Focused LRG Cap Value | Add +92.7% | 0.12% | +0.06 |
| BND Vanguard Total Bond Market | Add +4.8% | 0.97% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 1.19% | +0.05 |
| VZ Verizon Communications Inc. | Add +1.3% | 0.25% | +0.05 |
| DE Deere & Co. | Add +0.5% | 0.27% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +8.4% | 1.02% | +0.05 |
| PFE Pfizer Inc. | Add +8.9% | 0.25% | +0.05 |
| IWN iShares Russell 2000 Value E | Add +1.5% | 0.64% | +0.05 |
| TGT Target Corp. | Add +1.4% | 0.21% | +0.05 |
| GEV GE Vernova Inc. | Add +4.7% | 0.13% | +0.04 |
| EQIX Equinix Inc. | Add +5.2% | 0.11% | +0.03 |
| GLD SPDR Gold Shares | Add +9.7% | 0.16% | +0.03 |
| TTE Totalenergies SE | Add +1.8% | 0.08% | +0.03 |
| VONG Vanguard Russell 1000 Growth | Add +61.7% | 0.08% | +0.03 |
| JMTG Mortgage-Backed Securities | Add +1.6% | 0.72% | +0.02 |
| ENB Enbridge Inc. | Add +9.0% | 0.12% | +0.02 |
| DUK Duke Energy Corp. | Add +2.5% | 0.16% | +0.02 |
| DOC Healthpeak Properties Inc. | Add +27.0% | 0.09% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +23.3% | 0.20% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +1.7% | 0.66% | +0.02 |
| TXN Texas Instruments Inc. | Add +0.6% | 0.17% | +0.02 |
| KLAC KLA Corp. | Add +8.0% | 0.08% | +0.02 |
| LRCX Lam Research Corp. | Add +10.2% | 0.07% | +0.02 |
| NVS Novartis AG-Sponsored ADR | Add +13.3% | 0.09% | +0.02 |
| AZN Astrazeneca PLC | Add +18.7% | 0.08% | +0.02 |
| CME Cme Group Inc. | Add +1.4% | 0.17% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +14.0% | 0.12% | +0.02 |
| ESML iShares ESG Aware MSCI USA S | Add +12.8% | 0.12% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +15.8% | 0.12% | +0.02 |
| SNDK Sandisk Corp. | Add +56.8% | 0.02% | +0.02 |
| REET iShares Global REIT ETF | Add +1.4% | 0.40% | +0.02 |
| SUSA iShares ESG Optimized MSCI U | Add +10.4% | 0.25% | +0.02 |
| LITE Lumentum Holdings Inc. | Add +1.9% | 0.03% | +0.02 |
| IJS iShares S&P Small-Cap 600 Va | Add +1.0% | 0.22% | +0.01 |
| DVY iShares Select Dividend ETF | Add +3.3% | 0.13% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +7.8% | 0.03% | +0.01 |
| BP BP PLC-Spons ADR | Add +1.6% | 0.05% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +8.9% | 0.14% | +0.01 |
| MU Micron Technology Inc. | Add +0.0% | 0.07% | +0.01 |
| VONV Vanguard Russell 1000 Value | Add +10.3% | 0.09% | +0.01 |
| MSI Motorola Solutions Inc. | Add +25.1% | 0.04% | +0.01 |
Options Activity Q4 2025 → Q1 2026
| VLO Valero Energy Corp. | call | Add +7.7% | 84 | $210K |
| CVX Chevron Corp. | call | Add +24.3% | 128 | $200K |
| XOM Exxon Mobil Corp. | call | Add +27.7% | 129 | $157K |
| CSCO Cisco Systems Inc. | call | Reduce -11.0% | 292 | $54K |
| VZ Verizon Communications Inc. | call | Add +75.2% | 557 | $51K |
| AEP American Electric Power | call | Reduce -1.5% | 130 | $47K |
| MTB M & T Bank Corp. | put | New | 100 | $38K |
| CAT Caterpillar Inc. | call | Add +114.3% | 60 | $29K |
| NEE Nextera Energy Inc. | call | Add +9.1% | 132 | $25K |
| TGT Target Corp. | call | Reduce -2.5% | 78 | $21K |
| MDT Medtronic PLC | call | Add +10.9% | 142 | $18K |
| TXN Texas Instruments Inc. | call | Add +29.8% | 61 | $17K |
| BAC Bank of America Corp. | call | Reduce -5.3% | 557 | $17K |
| APD Air Products & Chemicals Inc. | call | Reduce -3.0% | 32 | $16K |
| PM Philip Morris International | call | Add +1.1% | 88 | $16K |
| MS Morgan Stanley | call | Reduce -14.6% | 123 | $14K |
| T AT&T Inc. | call | New | 327 | $14K |
| JCI Johnson Controls Internation | call | Add +6.3% | 170 | $14K |
| RF Regions Financial Corp. | call | Reduce -11.5% | 363 | $13K |
| CME Cme Group Inc. | call | Add +16.1% | 36 | $10K |
| JPM JPMorgan Chase & Co. | call | Reduce -2.9% | 100 | $10K |
| PCAR Paccar Inc. | call | Add +7.3% | 88 | $7K |
| IBM Intl Business Machines Corp. | call | Reduce -31.5% | 37 | $6K |
| UNP Union Pacific Corp. | call | Reduce -15.6% | 27 | $6K |
| PFE Pfizer Inc. | call | Add +56.1% | 698 | $5K |
| QCOM Qualcomm Inc. | call | Reduce -6.3% | 105 | $5K |
| MCD McDonald's Corp. | call | Reduce -10.5% | 17 | $2K |
| OMC Omnicom Group | call | Sold out | 111 | $2Kbefore exit |
| PEP Pepsico Inc. | call | Add +11.5% | 58 | $2K |
| ABBV Abbvie Inc. | call | Add +2.6% | 80 | $2K |
| HD Home Depot Inc. | call | Reduce -8.3% | 22 | $2K |
| MET Metlife Inc. | call | Add +9.5% | 196 | $980 |
| UNH Unitedhealth Group Inc. | call | Add +46.7% | 22 | $770 |
| PG The Procter & Gamble Co. | call | Add +14.3% | 72 | $360 |
| AVGO Broadcom Inc. | call | Add +20.8% | 29 | $290 |
| BLK BlackRock Inc. | call | Add +14.3% | 8 | $120 |
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 |