Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  M&T Bank Corp. (MTB)
← All MTB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,535 0.06 Reduce 0.07% $193.95–223.73 · VW $211.26i $1,557,635 SEC
2025   Q4 7,540 0.05 $201.48 $1,519,159 SEC
2025   Q3 7,540 0.05 $197.62 $1,490,055 SEC
2025   Q2 7,540 0.05 Reduce 97.95% 2.37 $177.40–204.32 · VW $194.46i $1,462,685 SEC
2025   Q1 367,532 2.42 Reduce 0.01% <0.01 $150.75–193.06 · VW $175.48i $65,696,345 SEC
2024   Q4 367,581 2.53 Add 1.94% 0.05 $184.22–219.85 · VW $198.60i $69,108,904 SEC
2024   Q3 360,591 2.44 Add 4.44% 0.10 $161.40–225.70 · VW $202.36i $64,228,469 SEC
2024   Q2 345,262 2.21 Reduce 2.10% 0.04 $139.78–176.44 · VW $162.78i $52,258,856 SEC
2024   Q1 352,670 2.09 Add 2.80% 0.06 $133.03–156.65 · VW $147.09i $51,292,325 SEC
2023   Q4 343,056 2.21 Add 0.27% <0.01 $127.00–148.23 · VW $138.32i $47,026,116 SEC
2023   Q3 342,119 2.35 Add 1.04% 0.02 $108.53–130.90 · VW $122.53i $43,260,948 SEC
2023   Q2 338,586 2.20 Add 13.69% 0.26 $115.31–142.42 · VW $127.59i $41,903,403 SEC
2023   Q1 297,819 2.15 Reduce 2.80% 0.08 $109.36–155.09 · VW $127.87i $35,610,218 SEC
2022   Q4 306,383 2.75 Add 1.33% 0.04 $138.43–171.27 · VW $155.00i $44,443,918 SEC
2022   Q3 302,370 3.61 Add 1.29% 0.05 $159.40–192.56 · VW $173.99i $53,314,000 SEC
2022   Q2 298,520 3.14 Add 2.73% 0.08 $148.80–193.42 · VW $174.67i $47,581,000 SEC
2022   Q1 290,587 2.78 Add 2.90% 0.08 $157.95–186.69 · VW $174.87i $49,254,000 SEC
2021   Q4 282,384 2.31 Add 5929.98% 2.27 $141.49–186.95 · VW $170.22i $43,369,000 SEC
2021   Q3 4,683 0.04 $149.26 $699,000 SEC
2021   Q2 4,683 0.04 Buy 0.04 $128.46–164.39 · VW $144.29i $680,000 SEC
2020   Q1 0 0.00 Sell 100.00% 2.14 $85.09–148.11 · VW $112.95i SEC
2019   Q4 139,368 2.14 Add 0.94% 0.02 $136.38–174.00 · VW $150.25i $23,658,000 SEC
2019   Q3 138,067 2.17 Add 1.83% 0.04 $141.50–169.80 · VW $158.68i $21,810,000 SEC
2019   Q2 135,586 2.33 Add 7.23% 0.16 $142.96–174.93 · VW $154.70i $23,059,000 SEC
2019   Q1 126,443 2.28 Add 2.16% 0.05 $152.25–175.72 · VW $162.52i $19,854,000 SEC
2018   Q4 123,764 2.33 Add 1.82% 0.04 $133.78–176.11 · VW $160.98i $17,714,000 SEC
2018   Q3 121,547 2.40 Add 8.32% 0.18 $154.33–180.77 · VW $168.04i $19,999,000 SEC
2018   Q2 112,212 2.68 Add 0.63% 0.02 $165.53–180.13 · VW $174.27i $19,093,000 SEC
2018   Q1 111,504 2.99 Add 0.57% 0.02 $170.58–197.35 · VW $180.00i $20,557,000 SEC
2017   Q4 110,876 2.83 Reduce 28.74% 1.15 $163.27–197.37 · VW $183.49i $18,959,000 SEC
2017   Q3 155,586 4.00 Add 1.54% 0.06 $141.12–171.89 · VW $160.65i $25,056,000 SEC
2017   Q2 153,224 4.40 Reduce 16.93% 0.89 $147.74–166.85 · VW $154.15i $24,815,000 SEC
2017   Q1 184,461 5.25 Reduce 1.64% 0.09 $147.55–173.72 · VW $159.25i $28,542,000 SEC
2016   Q4 187,545 5.52 Reduce 1.57% 0.10 $144.34–170.81 · VW $160.71i $29,338,000 SEC
2016   Q3 190,537 6.13 Add 1.65% 0.10 $112.25–144.38 · VW $133.52i $22,121,000 SEC
2016   Q2 187,448 6.46 Add 0.68% 0.04 $108.04–120.79 · VW $115.72i $22,162,000 SEC
2016   Q1 186,182 6.15 Add 4.48% 0.26 $103.17–121.11 · VW $114.59i $20,666,000 SEC
2015   Q4 178,194 6.26 Add 1.02% 0.06 $100.08–127.39 · VW $110.01i $21,594,000 SEC
2015   Q3 176,398 6.32 Add 3.61% 0.22 $111.50–126.49 · VW $121.11i $21,512,000 SEC
2015   Q2 170,259 6.04 Add 2.33% 0.14 $112.86–134.00 · VW $121.70i $21,270,000 SEC
2015   Q1 166,386 5.35 $127.00 $21,131,000 SEC
Price snapshot:
Current price$242.55
Avg. buy price$152.01
+/- since buy59.56%
52-week low$170.99
52-week high$244.57