Canandaigua National Corp’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$689K	Buy	+1,620	New	+$752K	0.06%	213
2022 Q4	$1.06M	Sell	3,176 -853	-21%	-$281K	0.18%	127
2022 Q3	$1.23M	Hold	4,029	–	–	0.22%	116
2022 Q2	$1.36M	Buy	4,029 +1,254	+45%	+$447K	0.24%	113
2022 Q1	$1.14M	Buy	2,775 +1,504	+118%	+$613K	0.17%	130
2021 Q4	$600K	Buy	+1,271	New	+$581K	0.09%	176

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Canandaigua National Corp opened a new position in S&P Global (SPGI) in Q1 2026: 1,620 shares worth $689K. The stake represents 0.06% of the portfolio and ranks #213 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in SPGI as recently as Q4 2022.

Canandaigua National Corp first reported a position in SPGI in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.36M in Q2 2022. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Canandaigua National Corp held 1,620 shares of S&P Global worth $689K as of Q1 2026.
S&P Global was a new Canandaigua National Corp position in Q1 2026.
S&P Global made up 0.06% of Canandaigua National Corp's portfolio in Q1 2026, its #213 holding.
Canandaigua National Corp first reported a position in S&P Global in Q4 2021 and has held it in 6 quarters since.
Canandaigua National Corp's S&P Global position peaked at $1.36M in Q2 2022.
2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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