13F Filings History of Canandaigua National Trust Co of Florida

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$159,814,479
Signature - Title
Beth Uhlen - Vice President and Wealth Business and Tax Analyst
Location
Canandaigua, NY
Summary
This page shows a list of all the recent 13F filings made by Canandaigua National Trust Co of Florida. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Canandaigua National Trust Co of Florida reported 129 stock holdings with total value $159,814,479 as of Q4 2025. Top holdings included LLY, SPY, IUSV, SPYG, and FNDF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 129 $159,814,479 +$28,217,763 -$3,666,374 +$24,551,389 LLY, SPY, IUSV, SPYG, FNDF 13F-HR 30 Jan 2026, 14:28
Q3 2025 106 $126,226,906 +$3,507,947 -$25,596,082 -$22,088,135 LLY, SPY, IUSV, SPYG, FNDF 13F-HR 07 Oct 2025, 12:36
Q2 2025 122 $140,625,317 +$26,499,269 -$4,520,221 +$21,979,048 LLY, SPY, IUSV, FNDF, SPYG 13F-HR 08 Jul 2025, 12:18
Q1 2025 104 $113,453,742 +$10,435,709 -$23,515,772 -$13,080,063 LLY, SPY, IUSV, FNDF, SPYG 13F-HR 25 Apr 2025, 12:37
Q4 2024 110 $128,152,798 +$21,025,480 -$5,729,387 +$15,296,093 LLY, SPY, IUSV, MSFT, MDYV 13F-HR 06 Jan 2025, 16:16
Q3 2024 99 $116,317,568 $0 $0 $0 LLY, SPY, IUSV, FNDF, MDYV 13F-HR 05 Nov 2024, 13:10