Canandaigua National Bank & Trust’s United Rentals URI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1M	Hold	1,000	–	–	0.09%	180
2026 Q2	$1.13M	Buy	+1,000	New	+$951K	0.1%	176
2025 Q4	$809K	Hold	1,000	–	–	0.07%	201
2025 Q3	$955K	Hold	1,000	–	–	0.08%	194
2025 Q2	$753K	Hold	1,000	–	–	0.07%	209
2025 Q1	$627K	Sell	1,000 -73	-7%	-$50.2K	0.06%	218
2024 Q4	$756K	Hold	1,073	–	–	0.07%	200
2024 Q3	$869K	Hold	1,073	–	–	0.08%	196
2024 Q2	$694K	Buy	1,073 +73	+7%	+$48.5K	0.08%	189
2024 Q1	$721K	Sell	1,000 -18	-2%	-$11.6K	0.11%	158
2023 Q4	$584K	Hold	1,018	–	–	0.09%	160
2023 Q3	$453K	Hold	1,018	–	–	0.07%	174
2023 Q2	$453K	Buy	1,018 +18	+2%	+$6.67K	0.07%	177
2023 Q1	$396K	Buy	+1,000	New	+$420K	0.07%	183

Other funds holding URI

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Canandaigua National Bank & Trust's URI Position: Q3 2026 in Review

Canandaigua National Bank & Trust held its United Rentals (URI) position steady in Q3 2026 at 1,000 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #180.

Canandaigua National Bank & Trust first reported a position in URI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.13M in Q2 2026. 215 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Canandaigua National Bank & Trust held 1,000 shares of United Rentals worth $1M as of Q3 2026.
Canandaigua National Bank & Trust left its United Rentals share count unchanged in Q3 2026.
United Rentals made up 0.09% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #180 holding.
Canandaigua National Bank & Trust first reported a position in United Rentals in Q1 2023 and has held it in 14 quarters since.
Canandaigua National Bank & Trust's United Rentals position peaked at $1.13M in Q2 2026.
215 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.