Canandaigua National Corp’s iShares Select Dividend ETF DVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.45M	Buy	+16,155	New	+$2.44M	0.22%	97
2022 Q2	–	Sell	-10,043	Closed	-$1.29M	–	254
2022 Q1	$1.29M	Buy	10,043 +2,433	+32%	+$304K	0.2%	125
2021 Q4	$933K	Buy	7,610 +2,146	+39%	+$256K	0.14%	146
2021 Q3	$627K	Buy	5,464 +2,056	+60%	+$240K	0.1%	166
2021 Q2	$397K	Buy	3,408 +1,176	+53%	+$140K	0.06%	186
2021 Q1	$255K	Buy	+2,232	New	+$236K	0.04%	237

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Canandaigua National Corp opened a new position in iShares Select Dividend ETF (DVY) in Q1 2026: 16,155 shares worth $2.45M. The stake represents 0.22% of the portfolio and ranks #97 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in DVY as recently as Q1 2022.

Canandaigua National Corp first reported a position in DVY in Q1 2021 and has held it in 6 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Canandaigua National Corp held 16,155 shares of iShares Select Dividend ETF worth $2.45M as of Q1 2026.
iShares Select Dividend ETF was a new Canandaigua National Corp position in Q1 2026.
iShares Select Dividend ETF made up 0.22% of Canandaigua National Corp's portfolio in Q1 2026, its #97 holding.
Canandaigua National Corp first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 6 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

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