M&T은행주식회사
MX ˙ BMV ˙ US55261F1049
SecurityMX:MTB / M&T Bank Corporation
InstitutionSuccessful Portfolios LLC
Latest Disclosed Ownership1,205 shares
Latest Disclosed Value $ 244,823
Successful Portfolios LLC reports 1.71% decrease in ownership of MTB / M&T Bank Corporation

On April 13, 2026 - Successful Portfolios LLC filed a 13F-HR form disclosing ownership of 1,205 shares of M&T Bank Corporation (MX:MTB) valued at $244,823 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,226 shares of M&T Bank Corporation. This represents a change in shares of -1.71% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F M & T BK COM 55261F104 1,205 -21 -1.71 245 -5.79 0.1349
2026-01-23 2025-12-31 13F M & T BK COM 55261F104 1,226 -5 -0.41 260 6.58 0.1323
2025-10-15 2025-09-30 13F M & T BK COM 55261F104 1,231 -68 -5.23 243 -3.57 0.1420
2025-07-21 2025-06-30 13F M & T BK COM 55261F104 1,299 -5 -0.38 252 8.15 0.1550
2025-04-11 2025-03-31 13F M & T BK COM 55261F104 1,304 -5 -0.38 233 -5.28 0.1586
2025-01-16 2024-12-31 13F M & T BK COM 55261F104 1,309 0 0.00 246 5.58 0.1647
2024-10-09 2024-09-30 13F M & T BK COM 55261F104 1,309 -14 -1.06 233 16.50 0.1578
2024-07-12 2024-06-30 13F M & T BK COM 55261F104 1,323 1,323 200 0.1399
2023-04-21 2023-03-31 13F M & T BK COM 55261F104 0 -1,489 -100.00 0 -100.00
2023-01-27 2022-12-31 13F M & T BK COM 55261F104 1,489 -94 -5.94 216 -22.58 0.1409
2022-10-12 2022-09-30 13F M & T BK COM 55261F104 1,583 -97 -5.77 279 4.10 0.2023
2022-07-22 2022-06-30 13F M & T BK COM 55261F104 1,680 1,680 268 0.1803
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.