M&T Bank Corp (MTB) is gone from Francois Rochon's Giverny Capital portfolio as of June 30, 2026, according to the 13F-HR/A filed with the SEC on August 26, 2026. A quarter earlier the position was 7.54K shares worth about $1.6M, or 0.06% of the reported book. MTB had been in the portfolio for 5 years, since the quarter ended June 30, 2021.
What did the 2026 Q2 filing report for MTB?
As of June 30, 2026, from the 13F-HR/A filed August 26, 2026.
| Before | After | |
|---|---|---|
| Shares | 7.54K | 0 |
| Reported value | $1.6M | $0 |
| Portfolio weight | 0.06% | 0% |
| Held since | 2021 Q2 | sold out in 2026 Q2 |
| Quarters held | 20 |
What did Francois Rochon sell?
Francois Rochon sold 7.54K shares of MTB between the quarter ended March 31, 2026 and June 30, 2026. The MTB exit was the 32nd largest of the quarter's 56 position changes by percent change to portfolio.
Where does MTB sit in the Francois Rochon portfolio?
Before the sale, MTB carried 0.06% of the Francois Rochon portfolio, below the fund's average stock position of 2%. The largest stock position is GOOG at 7.19%. Next come HEI-A at 6.38% and META at 5.74%. The three largest stocks together are 19.3% of the book. Across the 2026 Q2 portfolio, Francois Rochon reported 51 stock positions, with 7 opened and 7 closed. The total portfolio value is about $3B, up 9% from the prior quarter.
How long has Francois Rochon held MTB?
Francois Rochon held MTB for 5 years, from the quarter ended June 30, 2021 to March 31, 2026. The fund sold out of the name in 2020 Q1 and came back in 2021 Q2. The weight peaked at 4.96% in 2016 Q4. The share count had been unchanged the quarter before. Every reported trade is on the Francois Rochon MTB trade history page.
FAQ
How many MTB shares did Francois Rochon sell?
Francois Rochon sold all 7.54K shares of MTB it reported a quarter earlier, worth about $1.6M.
When did Francois Rochon first buy MTB?
Francois Rochon first reported MTB in the quarter ended March 31, 2015.
How much of the Francois Rochon portfolio was MTB?
MTB was 0.06% of the Francois Rochon portfolio at the prior quarter-end, and 0% after the sale.