Canandaigua National Trust of Florida’s iShares Select Dividend ETF DVY Stock Holding History

Canandaigua National Trust of Florida’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	$245K	Buy	+1,617	New	+$244K	0.2%	98

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 $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Canandaigua National Trust of Florida's DVY Position: Q1 2026 in Review

Canandaigua National Trust of Florida opened a new position in iShares Select Dividend ETF (DVY) in Q1 2026: 1,617 shares worth $245K. The stake represents 0.2% of the portfolio and ranks #98 among its holdings.

1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Canandaigua National Trust of Florida held 1,617 shares of iShares Select Dividend ETF worth $245K as of Q1 2026.
iShares Select Dividend ETF was a new Canandaigua National Trust of Florida position in Q1 2026.
iShares Select Dividend ETF made up 0.2% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #98 holding.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

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