CANANDAIGUA NATIONAL BANK & TRUST CO

Bank

Position in TFC — Truist Financial Corp

CIK 1074266 CANANDAIGUA, NY

Position in TFC

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

Position Value

$413,904

-$1,141,279 QoQ

Shares Held

8,308

-73.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,089

of 1,678 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

CANANDAIGUA NATIONAL BANK & TRUST CO holds $8,877,922 across 6 Banks - Regional names. TFC ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FISI	Financial Institutions Inc	154,106	$6,005,510
2	CBU	Community Financial System, Inc.	26,105	$1,752,167
3	TFC	Truist Financial Corp This page	8,308	$413,904
4	USB	US Bancorp De	4,550	$274,820
5	MTB	M&T Bank Corp	941	$223,967
6	FITB	Fifth Third Bancorp	3,682	$207,554

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,904	8,308	-73.7%	Shares	Sole	2026-07-07
2025-12-31	$1,555,183	31,603	-1.6%	Shares	Sole	2026-01-30
2025-09-30	$1,468,937	32,129	+1.1%	Shares	Sole	2025-10-07
2025-06-30	$1,365,964	31,774	+3.9%	Shares	Sole	2025-07-08
2025-03-31	$1,258,202	30,576	-0.3%	Shares	Sole	2025-04-25
2024-12-31	$1,329,813	30,655	-3.2%	Shares	Sole	2025-01-06
2024-09-30	$1,354,397	31,667	-7.5%	Shares	Sole	2024-10-03
2024-06-30	$1,329,874	34,231	-4.7%	Shares	Sole	2024-07-11
2024-03-31	$1,399,732	35,909	+246.1%	Shares	Sole	2024-04-01
2023-12-31	$383,081	10,376	-0.9%	Shares	Sole	2024-01-04
2023-09-30	$299,403	10,465	+10.7%	Shares	Sole	2023-10-10
2023-06-30	$286,959	9,455	-3.1%	Shares	Sole	2023-07-03
2023-03-31	$332,850	9,761	-70.2%	Shares	Sole	2023-04-11
2020-03-31	$1,010,441	32,764	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.