Francois Rochon - Giverny Capital Inc.
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 7,535 0.06 Reduce 0.07% $206.72 $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 $193.99 $1,462,685 SEC
2025   Q1 367,532 2.42 Reduce 0.01% <0.01 $178.75 $65,696,345 SEC
2024   Q4 367,581 2.53 Add 1.94% 0.05 $188.01 $69,108,904 SEC
2024   Q3 360,591 2.44 Add 4.44% 0.10 $178.12 $64,228,469 SEC
2024   Q2 345,262 2.21 Reduce 2.10% 0.04 $151.36 $52,258,856 SEC
2024   Q1 352,670 2.09 Add 2.80% 0.06 $145.44 $51,292,325 SEC
2023   Q4 343,056 2.21 Add 0.27% <0.01 $137.08 $47,026,116 SEC
2023   Q3 342,119 2.35 Add 1.04% 0.02 $126.45 $43,260,948 SEC
2023   Q2 338,586 2.20 Add 13.69% 0.26 $123.76 $41,903,403 SEC
2023   Q1 297,819 2.15 Reduce 2.80% 0.08 $119.57 $35,610,218 SEC
2022   Q4 306,383 2.75 Add 1.33% 0.04 $145.06 $44,443,918 SEC
2022   Q3 302,370 3.61 Add 1.29% 0.05 $176.32 $53,314,000 SEC
2022   Q2 298,520 3.14 Add 2.73% 0.08 $159.39 $47,581,000 SEC
2022   Q1 290,587 2.78 Add 2.90% 0.08 $169.50 $49,254,000 SEC
2021   Q4 282,384 2.31 Add 5,929.98% 2.27 $153.58 $43,369,000 SEC
2021   Q3 4,683 0.04 $149.26 $699,000 SEC
2021   Q2 4,683 0.04 Buy 0.04 $145.21 $680,000 SEC
2020   Q1 0 0.00 Sell 100.00% 2.14 SEC
2019   Q4 139,368 2.14 Add 0.94% 0.02 $169.75 $23,658,000 SEC
2019   Q3 138,067 2.17 Add 1.83% 0.04 $157.97 $21,810,000 SEC
2019   Q2 135,586 2.33 Add 7.23% 0.16 $170.07 $23,059,000 SEC
2019   Q1 126,443 2.28 Add 2.16% 0.05 $157.02 $19,854,000 SEC
2018   Q4 123,764 2.33 Add 1.82% 0.04 $143.13 $17,714,000 SEC
2018   Q3 121,547 2.40 Add 8.32% 0.18 $164.54 $19,999,000 SEC
2018   Q2 112,212 2.68 Add 0.63% 0.02 $170.15 $19,093,000 SEC
2018   Q1 111,504 2.99 Add 0.57% 0.02 $184.36 $20,557,000 SEC
2017   Q4 110,876 2.83 Reduce 28.74% 1.15 $170.99 $18,959,000 SEC
2017   Q3 155,586 4.00 Add 1.54% 0.06 $161.04 $25,056,000 SEC
2017   Q2 153,224 4.40 Reduce 16.93% 0.89 $161.95 $24,815,000 SEC
2017   Q1 184,461 5.25 Reduce 1.64% 0.09 $154.73 $28,542,000 SEC
2016   Q4 187,545 5.52 Reduce 1.57% 0.10 $156.43 $29,338,000 SEC
2016   Q3 190,537 6.13 Add 1.65% 0.10 $116.10 $22,121,000 SEC
2016   Q2 187,448 6.46 Add 0.68% 0.04 $118.23 $22,162,000 SEC
2016   Q1 186,182 6.15 Add 4.48% 0.26 $111.00 $20,666,000 SEC
2015   Q4 178,194 6.26 Add 1.02% 0.06 $121.18 $21,594,000 SEC
2015   Q3 176,398 6.32 Add 3.61% 0.22 $121.95 $21,512,000 SEC
2015   Q2 170,259 6.04 Add 2.33% 0.14 $124.93 $21,270,000 SEC
2015   Q1 166,386 5.35 $127.00 $21,131,000 SEC