Canandaigua National Trust Co of Florida
All 13F Filings
- Location
- Canandaigua, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 124,542
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 108 | 124,542 | 13F-HR | Canandaigua National Trust Co of Florida |
| Q4 2025 | 1/30/2026 | 129 | 159,814 | 13F-HR | Canandaigua National Trust Co of Florida |
| Q3 2025 | 10/7/2025 | 106 | 126,227 | 13F-HR | Canandaigua National Trust Co of Florida |
| Q2 2025 | 7/8/2025 | 122 | 140,625 | 13F-HR | Canandaigua National Trust Co of Florida |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.75 K | 55.2% | 0 | 91.06 K | -91.06 K |
| ETFs | 55.8 K | 44.8% | 55.8 K | 0 | 55.8 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
124,542
Holdings
108
QoQ value change ($000)
-35,272
(-22.1%)
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.