M&T Bank Corporation
MX ˙ BMV ˙ US55261F1049
SecurityMX:MTB / M&T Bank Corporation
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership8,749 shares
Latest Disclosed Value $ 1,808,781
Merit Financial Group, LLC reports 19.36% increase in ownership of MTB / M&T Bank Corporation

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 8,749 shares of M&T Bank Corporation (MX:MTB) valued at $1,808,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,330 shares of M&T Bank Corporation. This represents a change in shares of 19.36% 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)
2026-04-15 2026-03-31 13F M & T BK COM 55261F104 8,749 1,419 19.36 1,809 22.41 0.0104
2026-01-26 2025-12-31 13F M & T BK COM 55261F104 7,330 1,196 19.50 1,477 21.86 0.0118
2025-11-07 2025-09-30 13F/A-1 M & T BK COM 55261F104 6,134 198 3.34 1,212 5.30 0.0111
2025-10-20 2025-09-30 13F M & T BK COM 55261F104 6,135 199 1,212 0.0111
2025-07-22 2025-06-30 13F M & T BK COM 55261F104 5,936 2,506 73.06 1,152 87.77 0.0128
2025-04-09 2025-03-31 13F M & T BK COM 55261F104 3,430 1,541 81.58 613 72.68 0.0092
2025-01-15 2024-12-31 13F M & T BK COM 55261F104 1,889 595 45.98 355 54.35 0.0064
2024-10-17 2024-09-30 13F M & T BK COM 55261F104 1,294 -174 -11.85 230 3.60 0.0052
2024-08-13 2024-06-30 13F M & T BK COM 55261F104 1,468 -187 -11.30 222 -8.26 0.0049
2024-05-06 2024-03-31 13F M & T BK COM 55261F104 1,655 192 13.12 243 21.00 0.0058
2024-02-06 2023-12-31 13F M & T BK COM 55261F104 1,463 1,463 200 0.0061
2023-11-07 2023-09-30 13F M & T BK COM 55261F104 0 -1,796 -100.00 0 -100.00
2023-08-01 2023-06-30 13F M & T BK COM 55261F104 1,796 1,796 222 0.0072
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.