CANANDAIGUA NATIONAL CORP

Position in AXP — American Express Co

CIK 759458 CANANDAIGUA, NY

Position in AXP

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$3,213,850

+$835,814 QoQ

Shares Held

10,625

-34.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $13,750,141 across 5 Credit Services names. AXP ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	13,935	$6,962,762
2	AXP	American Express Co This page	10,625	$3,213,850
3	V	Visa Inc.	6,946	$2,099,359
4	PYPL	PayPal Holdings, Inc.	21,607	$977,284
5	SYF	Synchrony Financial	7,305	$496,886

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,213,850	10,625	-34.0%	Shares	Sole	2026-04-08
2022-12-31	$2,378,036	16,095	-8.2%	Shares	Sole	2023-01-25
2022-09-30	$2,366,321	17,540	-2.6%	Shares	Sole	2022-10-05
2022-06-30	$2,496,130	18,007	+4.7%	Shares	Sole	2022-07-05
2022-03-31	$3,216,213	17,199	-0.5%	Shares	Sole	2022-05-09
2021-12-31	$2,827,989	17,286	+44.7%	Shares	Sole	2022-01-04
2021-09-30	$2,000,643	11,942	+3.9%	Shares	Sole	2021-10-04
2021-06-30	$1,899,484	11,496	-1.6%	Shares	Sole	2021-07-06
2021-03-31	$1,651,594	11,677	-35.2%	Shares	Sole	2021-04-05
2020-12-31	$2,179,765	18,028	+48.1%	Shares	Sole	2021-02-11
2020-09-30	$1,220,443	12,174	-13.2%	Shares	Sole	2020-10-19
2020-06-30	$1,334,799	14,021	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.