Canandaigua National Trust of Florida’s Goldman Sachs GS Stock Holding History

Canandaigua National Trust of Florida’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$560K	Sell	662 -12	-2%	-$10.7K	0.45%	59
2025 Q4	$592K	Buy	674 +3	+0.4%	+$2.45K	0.37%	70
2025 Q3	$534K	Sell	671 -20	-3%	-$14.8K	0.42%	63
2025 Q2	$489K	Sell	691 -1	-0.1%	-$579	0.35%	77
2025 Q1	$378K	Buy	692 +20	+3%	+$12K	0.33%	77
2024 Q4	$385K	Hold	672	–	–	0.3%	78
2024 Q3	$333K	Buy	+672	New	+$329K	0.29%	81

Other funds holding GS

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

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

Canandaigua National Trust of Florida reduced its Goldman Sachs (GS) stake by 1.8% in Q1 2026, selling an estimated $10.7K and leaving 662 shares worth $560K. The position accounts for 0.45% of the portfolio, ranked #59.

Canandaigua National Trust of Florida first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $592K in Q4 2025. 2,991 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Canandaigua National Trust of Florida held 662 shares of Goldman Sachs worth $560K as of Q1 2026.
Canandaigua National Trust of Florida sold 12 Goldman Sachs shares in Q1 2026, an estimated $10.7K.
Goldman Sachs made up 0.45% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #59 holding.
Canandaigua National Trust of Florida first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
Canandaigua National Trust of Florida's Goldman Sachs position peaked at $592K in Q4 2025.
2,991 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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