CANANDAIGUA NATIONAL CORP

Position in TFC — Truist Financial Corp

CIK 759458 CANANDAIGUA, NY

Position in TFC

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

Position Value

$1,127,414

+$684,808 QoQ

Shares Held

24,525

+138.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $8,043,910 across 5 Banks - Regional names. TFC ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FISI	Financial Institutions Inc	154,881	$4,911,276
2	CBU	Community Financial System, Inc.	26,405	$1,548,653
3	TFC	Truist Financial Corp This page	24,525	$1,127,414
4	USB	US Bancorp De	4,550	$236,645
5	WBS	Webster Financial Corp	3,168	$219,922

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,127,414	24,525	+138.4%	Shares	Sole	2026-04-08
2022-12-31	$442,606	10,286	+3.8%	Shares	Sole	2023-01-25
2022-09-30	$431,350	9,907	-0.9%	Shares	Sole	2022-10-05
2022-06-30	$474,205	9,998	-4.1%	Shares	Sole	2022-07-05
2022-03-31	$590,870	10,421	-2.4%	Shares	Sole	2022-05-09
2021-12-31	$625,255	10,679	-12.1%	Shares	Sole	2022-01-04
2021-09-30	$712,538	12,149	-1.9%	Shares	Sole	2021-10-04
2021-06-30	$687,034	12,379	-0.7%	Shares	Sole	2021-07-06
2021-03-31	$726,842	12,463	-4.2%	Shares	Sole	2021-04-05
2020-12-31	$623,856	13,016	-3.7%	Shares	Sole	2021-02-11
2020-09-30	$514,436	13,520	-48.3%	Shares	Sole	2020-10-19
2020-06-30	$982,045	26,153	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.