M&T Bank Corporation
MX ˙ BMV ˙ US55261F1049
SecurityMX:MTB / M&T Bank Corporation
InstitutionPrinciple Wealth Partners Llc
Latest Disclosed Ownership6,082 shares
Latest Disclosed Value $ 1,257,342
Principle Wealth Partners Llc reports 0.77% decrease in ownership of MTB / M&T Bank Corporation

On May 7, 2026 - Principle Wealth Partners Llc filed a 13F-HR form disclosing ownership of 6,082 shares of M&T Bank Corporation (MX:MTB) valued at $1,257,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 6,129 shares of M&T Bank Corporation. This represents a change in shares of -0.77% 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)
2026-05-07 2026-03-31 13F M & T BK COM 55261F104 6,082 -47 -0.77 1,257 1.86 0.0719
2026-02-06 2025-12-31 13F M & T BK COM 55261F104 6,129 546 9.78 1,235 11.88 0.0695
2025-11-03 2025-09-30 13F M & T BK COM 55261F104 5,583 2,445 77.92 1,103 81.41 0.0640
2025-07-30 2025-06-30 13F M & T BK COM 55261F104 3,138 477 17.93 609 28.00 0.0380
2025-05-06 2025-03-31 13F M & T BK COM 55261F104 2,661 0 0.00 476 -5.00 0.0340
2025-01-29 2024-12-31 13F M & T BK COM 55261F104 2,661 0 0.00 500 5.71 0.0351
2024-11-13 2024-09-30 13F M & T BK COM 55261F104 2,661 0 0.00 474 17.66 0.0336
2024-08-13 2024-06-30 13F M & T BK COM 55261F104 2,661 0 0.00 403 3.88 0.0307
2024-04-23 2024-03-31 13F/A-1 M & T BK COM 55261F104 2,661 0 0.00 387 6.32 0.0302
2024-04-23 2024-03-31 13F M & T BK COM 55261F104 2,661 0 387 0.0302
2024-02-05 2023-12-31 13F M & T BK COM 55261F104 2,661 -87 -3.17 365 4.90 0.0314
2023-11-01 2023-09-30 13F M & T BK COM 55261F104 2,748 76 2.84 347 5.15 0.0349
2023-07-31 2023-06-30 13F M & T BK COM 55261F104 2,672 -92 -3.33 331 0.00 0.0332
2023-05-10 2023-03-31 13F M & T BK COM 55261F104 2,764 -550 -16.60 331 -31.25 0.0353
2023-02-02 2022-12-31 13F M & T BK CORP COM Stock 55261F104 3,314 -9 -0.27 481 -18.09 0.0545
2022-11-14 2022-09-30 13F M & T BK CORP COM Stock 55261F104 3,323 12 0.36 586 10.98 0.0553
2022-08-02 2022-06-30 13F M & T BK CORP COM Stock 55261F104 3,311 703 26.96 528 19.46 0.0635
2022-05-12 2022-03-31 13F M & T BK CORP COM Stock 55261F104 2,608 -190 -6.79 442 2.79 0.0465
2022-02-11 2021-12-31 13F M & T BK CORP COM Stock 55261F104 2,798 -200 -6.67 430 -4.02 0.0451
2021-11-16 2021-09-30 13F M & T BK CORP COM Stock 55261F104 2,998 0 0.00 448 2.75 0.0517
2021-08-13 2021-06-30 13F M & T BK CORP COM Stock 55261F104 2,998 0 0.00 436 -4.18 0.0495
2021-05-18 2021-03-31 13F M & T BK CORP COM Stock 55261F104 2,998 0 0.00 455 19.11 0.0532
2021-02-16 2020-12-31 13F M & T BK CORP COM Stock 55261F104 2,998 2,998 382 0.0503
2020-11-16 2020-09-30 13F M & T BK CORP COM Stock 55261F104 0 -1,751 -100.00 0 -100.00
2020-08-14 2020-06-30 13F M & T BK CORP COM Stock 55261F104 1,751 1,751 182 0.0534
2020-05-13 2020-03-31 13F M & T BK CORP COM Stock 55261F104 0 -1,751 -100.00 0 -100.00
2020-02-04 2019-12-31 13F M & T BK CORP COM Stock 55261F104 1,751 0 0.00 297 7.22 0.0948
2019-11-05 2019-09-30 13F M & T BK CORP COM Stock 55261F104 1,751 0 0.00 277 -7.05 0.0958
2019-11-05 2019-06-30 13F M & T BK CORP COM Stock 55261F104 1,751 0 0.00 298 8.36 0.1533
2019-10-30 2019-03-31 13F M & T BK CORP COM Stock 55261F104 1,751 0 0.00 275 9.56 0.1573
2019-10-10 2018-12-31 13F M & T BANK Com 55261F104 1,751 1,751 251 0.2106
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.