CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in MS — Morgan Stanley

CIK 1074266 CANANDAIGUA, NY

Position in MS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,382,732

+$347,298 QoQ

Shares Held

20,966

-7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#791

of 2,723 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $15,353,427 across 3 Capital Markets names. MS ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,157	$8,249,745
2	MS	Morgan Stanley This page	20,966	$4,382,732
3	SCHW	Schwab Charles Corp	29,489	$2,720,950

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,382,732	20,966	-7.8%	Shares	Sole	2026-07-07
2025-12-31	$4,035,434	22,731	-3.1%	Shares	Sole	2026-01-30
2025-09-30	$3,730,155	23,466	-1.3%	Shares	Sole	2025-10-07
2025-06-30	$3,347,960	23,768	-11.5%	Shares	Sole	2025-07-08
2025-03-31	$3,132,122	26,846	-9.0%	Shares	Sole	2025-04-25
2024-12-31	$3,706,979	29,486	-7.1%	Shares	Sole	2025-01-06
2024-09-30	$3,309,203	31,746	-2.8%	Shares	Sole	2024-10-03
2024-06-30	$3,175,586	32,674	-7.3%	Shares	Sole	2024-07-11
2024-03-31	$3,320,646	35,266	-22.8%	Shares	Sole	2024-04-01
2023-12-31	$4,258,354	45,666	-5.3%	Shares	Sole	2024-01-04
2023-09-30	$3,939,515	48,237	-5.5%	Shares	Sole	2023-10-10
2023-06-30	$4,361,121	51,067	-2.1%	Shares	Sole	2023-07-03
2023-03-31	$4,579,999	52,164	-2.3%	Shares	Sole	2023-04-11
2020-03-31	$1,815,056	53,384	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.