CANANDAIGUA NATIONAL BANK & TRUST CO - Portfolio overview

CANANDAIGUA NATIONAL BANK & TRUST CO has 328 reported holdings in this dataset, with the latest filing dated 2026-01-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. IUSV - iShares Core S&P US Value ETF, 7.87%
  2. SPYG - State Street SPDR S&P 500 Growth ETF, 5.49%
  3. FNDF - Schwab Fundamental Intl Equity ETF, 4.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.