CANANDAIGUA NATIONAL BANK & TRUST CO
All 13F Filings
- Location
- Canandaigua, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,186,253
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 305 | 1,186,253 | 13F-HR | CANANDAIGUA NATIONAL BANK & TRUST CO |
| Q4 2025 | 1/30/2026 | 307 | 1,115,650 | 13F-HR | CANANDAIGUA NATIONAL BANK & TRUST CO |
| Q3 2025 | 10/7/2025 | 323 | 1,138,041 | 13F-HR | CANANDAIGUA NATIONAL BANK & TRUST CO |
| Q2 2025 | 7/8/2025 | 310 | 1,080,057 | 13F-HR | CANANDAIGUA NATIONAL BANK & TRUST CO |
| Q2 2014 | 7/31/2014 | 186 | 300,792 | 13F-HR | CANANDAIGUA NATIONAL BANK & TRUST CO |
| Q1 2014 | 5/7/2014 | 185 | 295,628 | 13F-HR | CANANDAIGUA NATIONAL BANK & TRUST CO |
| Q4 2013 | 2/12/2014 | 172 | 283,981 | 13F-HR | CANANDAIGUA NATIONAL BANK & TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 651.1 K | 54.9% | 651.1 K | 0 | 651.1 K |
| ETFs | 535.2 K | 45.1% | 535.2 K | 0 | 535.2 K |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
1,186,253
Holdings
305
QoQ value change ($000)
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Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.