Canandaigua National Bank & Trust’s Piper Sandler PIPR Stock Holding History

Canandaigua National Bank & Trust’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$271K	Sell	3,192 -136	-4%	-$11.5K	0.02%	276
2025 Q3	$289K	Sell	3,328 -4	-0.1%	-$326	0.03%	279
2025 Q2	$232K	Sell	3,332 -116	-3%	-$7.23K	0.02%	291
2025 Q1	$213K	Sell	3,448 -32	-0.9%	-$2.29K	0.02%	297
2024 Q4	$261K	Sell	3,480 -96	-3%	-$7.47K	0.03%	281
2024 Q3	$254K	Sell	3,576 -52	-1%	-$3.4K	0.02%	293
2024 Q2	$209K	Buy	+3,628	New	+$186K	0.02%	293

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Canandaigua National Bank & Trust's PIPR Position: Q4 2025 in Review

Canandaigua National Bank & Trust reduced its Piper Sandler (PIPR) stake by 4.1% in Q4 2025, selling an estimated $11.5K and leaving 3,192 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #276.

Canandaigua National Bank & Trust first reported a position in PIPR in Q2 2024 and has held it in 7 quarters since. The position peaked at $289K in Q3 2025. 416 funds tracked by Wall St. Rank hold PIPR as of Q4 2025.

Canandaigua National Bank & Trust held 3,192 shares of Piper Sandler worth $271K as of Q4 2025.
Canandaigua National Bank & Trust sold 136 Piper Sandler shares in Q4 2025, an estimated $11.5K.
Piper Sandler made up 0.02% of Canandaigua National Bank & Trust's portfolio in Q4 2025, its #276 holding.
Canandaigua National Bank & Trust first reported a position in Piper Sandler in Q2 2024 and has held it in 7 quarters since.
Canandaigua National Bank & Trust's Piper Sandler position peaked at $289K in Q3 2025.
416 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2025.

Based on Canandaigua National Bank & Trust's 13F filing for Q4 2025, filed 30 Jan 2026.