M&T Bank Corporation
MX ˙ BMV ˙ US55261F1049
SecurityMX:MTB / M&T Bank Corporation
InstitutionValmark Advisers, Inc.
Latest Disclosed Ownership6,658 shares
Latest Disclosed Value $ 1,376,342
Valmark Advisers, Inc. reports 176.72% increase in ownership of MTB / M&T Bank Corporation

On May 1, 2026 - Valmark Advisers, Inc. filed a 13F-HR form disclosing ownership of 6,658 shares of M&T Bank Corporation (MX:MTB) valued at $1,376,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,406 shares of M&T Bank Corporation. This represents a change in shares of 176.72% 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)
2026-05-01 2026-03-31 13F M & T BK COM 55261F104 6,658 4,252 176.72 1,376 184.30 0.0164
2026-01-26 2025-12-31 13F M & T BK COM 55261F104 2,406 11 0.46 485 2.33 0.0060
2025-10-24 2025-09-30 13F M & T BK COM 55261F104 2,395 0 0.00 473 1.94 0.0061
2025-07-23 2025-06-30 13F M & T BK COM 55261F104 2,395 530 28.42 465 39.34 0.0065
2025-04-23 2025-03-31 13F M & T BK COM 55261F104 1,865 -25 -1.32 333 -6.20 0.0050
2025-01-30 2024-12-31 13F M & T BK COM 55261F104 1,890 41 2.22 355 7.90 0.0055
2024-10-25 2024-09-30 13F M & T BK COM 55261F104 1,849 -25 -1.33 329 16.25 0.0051
2024-08-01 2024-06-30 13F M & T BK COM 55261F104 1,874 -69 -3.55 284 0.35 0.0048
2024-05-06 2024-03-31 13F M & T BK COM 55261F104 1,943 -48 -2.41 283 3.68 0.0049
2024-02-02 2023-12-31 13F M & T BK COM 55261F104 1,991 -545 -21.49 273 -15.00 0.0051
2023-11-08 2023-09-30 13F M & T BK COM 55261F104 2,536 0 0.00 321 2.24 0.0067
2023-08-03 2023-06-30 13F M & T BK COM 55261F104 2,536 0 0.00 314 3.30 0.0064
2023-05-02 2023-03-31 13F M & T BK COM 55261F104 2,536 13 0.52 303 -16.99 0.0065
2023-02-07 2022-12-31 13F M & T BK COM 55261F104 2,523 320 14.53 366 -5.93 0.0084
2022-11-03 2022-09-30 13F M & T BK COM 55261F104 2,203 0 0.00 388 10.54 0.0078
2022-08-01 2022-06-30 13F M & T BK COM 55261F104 2,203 207 10.37 351 3.85 0.0068
2022-05-10 2022-03-31 13F M & T BK COM 55261F104 1,996 -35 -1.72 338 8.33 0.0060
2022-02-02 2021-12-31 13F M & T BK COM 55261F104 2,031 -3 -0.15 312 2.63 0.0054
2021-11-09 2021-09-30 13F M & T BK COM 55261F104 2,034 -50 -2.40 304 0.33 0.0056
2021-08-06 2021-06-30 13F M & T BK COM 55261F104 2,084 110 5.57 303 1.34 0.0055
2021-05-04 2021-03-31 13F M & T BK COM 55261F104 1,974 6 0.30 299 19.12 0.0058
2021-02-03 2020-12-31 13F M & T BK COM 55261F104 1,968 1,968 251 0.0051
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.