CANANDAIGUA NATIONAL CORP

Position in FISI — Financial Institutions Inc

CIK 759458 CANANDAIGUA, NY

Position in FISI

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

Position Value

$4,911,276

-$7,593,510 QoQ

Shares Held

154,881

-57.4% QoQ

Ownership

0.786%

of shares outstanding

% of Portfolio

0.71%

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. FISI ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FISI	Financial Institutions Inc This page	154,881	$4,911,276
2	CBU	Community Financial System, Inc.	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

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,911,276	154,881	-53.2%	Shares	Sole	2026-04-08
2022-12-31 FIISO	$4,450,810	33,215	0.0%	Shares	Sole	2023-01-25
2022-12-31	$8,053,976	330,623	-2.4%	Shares	Sole	2023-01-25
2022-09-30 FIISO	—	33,215	0.0%	Shares	Sole	2022-10-05
2022-09-30	$8,156,408	338,862	-1.8%	Shares	Sole	2022-10-05
2022-06-30 FIISO	—	33,215	0.0%	Shares	Sole	2022-07-05
2022-06-30	$8,981,245	345,167	-0.4%	Shares	Sole	2022-07-05
2022-03-31 FIISO	—	33,215	0.0%	Shares	Sole	2022-05-09
2022-03-31	$10,439,141	346,470	-1.8%	Shares	Sole	2022-05-09
2021-12-31 FIISO	$4,816,175	33,215	0.0%	Shares	Sole	2022-01-04
2021-12-31	$11,221,329	352,872	-1.3%	Shares	Sole	2022-01-04
2021-09-30 FIISO	$4,849,390	33,215	0.0%	Shares	Sole	2021-10-04
2021-09-30	$10,952,685	357,347	-1.7%	Shares	Sole	2021-10-04
2021-06-30 FIISO	—	33,215	0.0%	Shares	Sole	2021-07-06
2021-06-30	$10,900,350	363,345	-1.0%	Shares	Sole	2021-07-06
2021-03-31 FIISO	—	33,215	0.0%	Shares	Sole	2021-04-05
2021-03-31	$11,111,704	366,844	-3.6%	Shares	Sole	2021-04-05
2020-12-31 FIISO	—	33,215	0.0%	Shares	Sole	2021-02-11
2020-12-31	$8,558,797	380,391	-1.7%	Shares	Sole	2021-02-11
2020-09-30 FIISO	$4,317,950	33,215	0.0%	Shares	Sole	2020-10-19
2020-09-30	$5,960,123	387,021	-2.0%	Shares	Sole	2020-10-19
2020-06-30 FIISO	—	33,215	—	Shares	Sole	2020-07-07
2020-06-30	$7,352,401	395,078	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.