CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in OTIS — Otis Worldwide Corp

CIK 1074266 CANANDAIGUA, NY

Position in OTIS

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

Position Value

$2,625,070

+$592,960 QoQ

Shares Held

36,663

+57.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#351

of 1,211 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Industrials · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $13,682,521 across 9 Specialty Industrial Machinery names. OTIS ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	7,057	$3,007,128
2	CMI	Cummins Inc	3,853	$2,747,998
3	OTIS	Otis Worldwide Corp This page	36,663	$2,625,070
4	GEV	GE Vernova Inc.	1,659	$1,949,092
5	EMR	Emerson Electric Co	13,182	$1,887,003
6	DOV	DOVER Corp	2,186	$490,276
7	AME	Ametek Inc/	1,601	$387,345
8	ITW	Illinois Tool Works Inc	1,133	$306,442

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,625,070	36,663	+57.6%	Shares	Sole	2026-07-07
2025-12-31	$2,032,110	23,264	-0.2%	Shares	Sole	2026-01-30
2025-09-30	$2,132,147	23,320	-1.7%	Shares	Sole	2025-10-07
2025-06-30	$2,348,556	23,718	-0.7%	Shares	Sole	2025-07-08
2025-03-31	$2,465,138	23,887	-7.0%	Shares	Sole	2025-04-25
2024-12-31	$2,378,317	25,681	-0.4%	Shares	Sole	2025-01-06
2024-09-30	$2,679,573	25,780	-7.4%	Shares	Sole	2024-10-03
2024-06-30	$2,679,685	27,838	-0.3%	Shares	Sole	2024-07-11
2024-03-31	$2,771,122	27,915	+0.6%	Shares	Sole	2024-04-01
2023-12-31	$2,483,597	27,759	-0.9%	Shares	Sole	2024-01-04
2023-09-30	$2,249,884	28,015	-0.4%	Shares	Sole	2023-10-10
2023-06-30	$2,504,741	28,140	-1.9%	Shares	Sole	2023-07-03
2023-03-31	$2,421,520	28,691	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.