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Manager record

Canandaigua National Trust Co of Florida

Canandaigua, NY · CIK 1471384 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$180.88MReported 13F valueQ3 2026 · as filed
143Holdings listed
+45.2%vs prior quartervalue change includes market moves
5Quarters on record
Oct 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $140.6M$140.6MQ2 2025122 holdingsQ3 2025: $126.2M$126.2MQ3 2025106 holdingsQ4 2025: $159.8M$159.8MQ4 2025129 holdingsQ1 2026: $124.5M$124.5MQ1 2026108 holdingsQ3 2026: $180.9M$180.9MQ3 2026143 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 07 2026 13F-HR · period Q3 2026

$180.88M · 143 holdings listed · View original SEC filing ↗
Apr 08 2026 13F-HR · period Q1 2026

$124.54M · 108 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$159.81M · 129 holdings listed · View original SEC filing ↗
Oct 07 2025 13F-HR · period Q3 2025

$126.23M · 106 holdings listed · View original SEC filing ↗
Jul 08 2025 13F-HR · period Q2 2025

$140.63M · 122 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 07, 2026 · Change methodology