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Canandaigua National Bank & Trust’s Nuveen ESG Mid-Cap Growth ETF NUMG Stock Holding History

Canandaigua National Bank & Trust’s Portfolio NUMG Stock Details NUMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$511K Buy
+10,888
New +$488K 0.04% 232
2025
Q4 		$502K Buy
10,524
+369
+4% +$17.7K 0.05% 235
2025
Q3 		$494K Sell
10,155
-89
-0.9% -$4.32K 0.04% 239
2025
Q2 		$496K Buy
10,244
+2,772
+37% +$124K 0.05% 242
2025
Q1 		$321K Buy
7,472
+1,198
+19% +$55.9K 0.03% 264
2024
Q4 		$297K Buy
6,274
+322
+5% +$15.4K 0.03% 263
2024
Q3 		$267K Buy
5,952
+120
+2% +$5.08K 0.03% 282
2024
Q2 		$244K Buy
+5,832
New +$247K 0.03% 279

Other funds holding NUMG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canandaigua National Bank & Trust's NUMG Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in Nuveen ESG Mid-Cap Growth ETF (NUMG) in Q2 2026: 10,888 shares worth $511K. The stake represents 0.04% of the portfolio and ranks #232 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in NUMG as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in NUMG in Q2 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold NUMG as of Q2 2026.

  • Canandaigua National Bank & Trust held 10,888 shares of Nuveen ESG Mid-Cap Growth ETF worth $511K as of Q2 2026.
  • Nuveen ESG Mid-Cap Growth ETF was a new Canandaigua National Bank & Trust position in Q2 2026.
  • Nuveen ESG Mid-Cap Growth ETF made up 0.04% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #232 holding.
  • Canandaigua National Bank & Trust first reported a position in Nuveen ESG Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held Nuveen ESG Mid-Cap Growth ETF as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.