CANANDAIGUA NATIONAL CORP

Position in USB — US Bancorp De

CIK 759458 CANANDAIGUA, NY

Position in USB

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

Position Value

$236,645

-$228,499 QoQ

Shares Held

4,550

-57.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $8,043,910 across 5 Banks - Regional names. USB ranks #4 (2.9% 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	24,525	$1,127,414
4	USB	US Bancorp De This page	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	$236,645	4,550	-57.3%	Shares	Sole	2026-04-08
2022-12-31	$465,144	10,666	+1.1%	Shares	Sole	2023-01-25
2022-09-30	$425,335	10,549	-1.7%	Shares	Sole	2022-10-05
2022-06-30	$493,886	10,732	-2.5%	Shares	Sole	2022-07-05
2022-03-31	$584,809	11,003	+25.7%	Shares	Sole	2022-05-09
2021-12-31	$491,712	8,754	+16.5%	Shares	Sole	2022-01-04
2021-09-30	$446,691	7,515	+0.4%	Shares	Sole	2021-10-04
2021-06-30	$426,591	7,488	-68.3%	Shares	Sole	2021-07-06
2021-03-31	$1,307,915	23,647	+2.7%	Shares	Sole	2021-04-05
2020-12-31	$1,072,268	23,015	-17.6%	Shares	Sole	2021-02-11
2020-09-30	$1,001,469	27,935	+0.2%	Shares	Sole	2020-10-19
2020-06-30	$1,026,615	27,882	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.