M&T Bank’s Helios Technologies HLIO Stock Holding History

M&T Bank’s Portfolio HLIO Stock Details HLIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$487K	Buy	5,450 +1,930	+55%	+$148K	﹤0.01%	1212
2026 Q1	$227K	Buy	+3,520	New	+$236K	﹤0.01%	1512

Other funds holding HLIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

M&T Bank's HLIO Position: Q2 2026 in Review

M&T Bank increased its Helios Technologies (HLIO) stake by 55% in Q2 2026, buying an estimated $148K and bringing the position to 5,450 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

M&T Bank first reported a position in HLIO in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

M&T Bank held 5,450 shares of Helios Technologies worth $487K as of Q2 2026.
M&T Bank bought 1,930 Helios Technologies shares in Q2 2026, an estimated $148K.
Helios Technologies made up ﹤0.01% of M&T Bank's portfolio in Q2 2026, its #1212 holding.
M&T Bank first reported a position in Helios Technologies in Q1 2026 and has held it in 2 quarters since.
285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.