Position in SPGI
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$689,050
-$374,719 QoQ
Shares Held
1,712
-49.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $3,285,002 across 5 Financial Data & Stock Exchanges names. SPGI ranks #3 (21.0% of the industry book) .
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $689,050 | 1,620 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $1,063,769 | 3,176 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,230,255 | 4,029 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,358,014 | 4,029 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $1,138,249 | 2,775 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $599,823 | 1,271 | Shares | Sole | 2022-01-04 | |
| No filing history on record for this holder in this stock. | ||||||