Canandaigua National Corp’s Community Bank CBU Stock Holding History

Canandaigua National Corp’s Portfolio CBU Stock Details CBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Buy	+26,405	New	+$1.62M	0.14%	139
2022 Q4	$1.69M	Hold	26,855	–	–	0.29%	94
2022 Q3	$1.61M	Hold	26,855	–	–	0.29%	94
2022 Q2	$1.7M	Sell	26,855 -445	-2%	-$29.2K	0.3%	89
2022 Q1	$1.92M	Buy	27,300 +445	+2%	+$32.4K	0.29%	97
2021 Q4	$2M	Hold	26,855	–	–	0.3%	100
2021 Q3	$1.84M	Hold	26,855	–	–	0.3%	98
2021 Q2	$2.03M	Hold	26,855	–	–	0.33%	90
2021 Q1	$2.06M	Hold	26,855	–	–	0.35%	87
2020 Q4	$1.67M	Sell	26,855 -24	-0.1%	-$1.47K	0.29%	95
2020 Q3	$1.46M	Buy	26,879 +585	+2%	+$33.7K	0.26%	102
2020 Q2	$1.5M	Buy	+26,294	New	+$1.55M	0.28%	99

Other funds holding CBU

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Canandaigua National Corp's CBU Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Community Bank (CBU) in Q1 2026: 26,405 shares worth $1.55M. The stake represents 0.14% of the portfolio and ranks #139 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in CBU as recently as Q4 2022.

Canandaigua National Corp first reported a position in CBU in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.06M in Q1 2021. 265 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

Canandaigua National Corp held 26,405 shares of Community Bank worth $1.55M as of Q1 2026.
Community Bank was a new Canandaigua National Corp position in Q1 2026.
Community Bank made up 0.14% of Canandaigua National Corp's portfolio in Q1 2026, its #139 holding.
Canandaigua National Corp first reported a position in Community Bank in Q2 2020 and has held it in 12 quarters since.
Canandaigua National Corp's Community Bank position peaked at $2.06M in Q1 2021.
265 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.