CANANDAIGUA NATIONAL CORP

Position in CBU — Community Financial System, Inc.

CIK 759458 CANANDAIGUA, NY

Position in CBU

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

Position Value

$1,548,653

-$141,869 QoQ

Shares Held

26,405

-1.7% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $8,043,910 across 5 Banks - Regional names. CBU ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FISI	Financial Institutions Inc	154,881	$4,911,276
2	CBU	Community Financial System, Inc. This page	26,405	$1,548,653
3	TFC	Truist Financial Corp	24,525	$1,127,414
4	USB	US Bancorp De	4,550	$236,645
5	WBS	Webster Financial Corp	3,168	$219,922

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,548,653	26,405	-1.7%	Shares	Sole	2026-04-08
2022-12-31	$1,690,522	26,855	0.0%	Shares	Sole	2023-01-25
2022-09-30	$1,613,448	26,855	0.0%	Shares	Sole	2022-10-05
2022-06-30	$1,699,384	26,855	-1.6%	Shares	Sole	2022-07-05
2022-03-31	$1,915,095	27,300	+1.7%	Shares	Sole	2022-05-09
2021-12-31	$2,000,160	26,855	0.0%	Shares	Sole	2022-01-04
2021-09-30	$1,837,419	26,855	0.0%	Shares	Sole	2021-10-04
2021-06-30	$2,031,580	26,855	0.0%	Shares	Sole	2021-07-06
2021-03-31	$2,060,315	26,855	0.0%	Shares	Sole	2021-04-05
2020-12-31	$1,673,335	26,855	-0.1%	Shares	Sole	2021-02-11
2020-09-30	$1,463,830	26,879	+2.2%	Shares	Sole	2020-10-19
2020-06-30	$1,499,283	26,294	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.