Canandaigua National Trust Co of Florida PFF — iShares Preferred & Income Secs ETF

Ownership history in Canandaigua National Trust Co of Florida  ·  7 quarters on record

AI Ownership Summary

Canandaigua National Trust Co of Florida reported iShares Preferred & Income Secs ETF (PFF) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.7% in 2024 Q3. The latest visible filing shows PFF at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Canandaigua National Trust Co of Florida's position in iShares Preferred & Income Secs ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PFF was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PFF stock page Canandaigua National Trust Co of Florida fund profile Canandaigua National Trust Co of Florida full holdings
How Canandaigua National Trust Co of Florida held PFF — position size vs. price
% of Fund (quarterly)    PFF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13.4% +2.4% ❌ 22,859 -3,530 -13.4% 0.56% $693K 2026-04-08 $29.88
2025 Q4 ADDED — — — 26,389 +1,791 +7.3% 0.51% $817K 2026-01-30 $30.46
2025 Q3 ADDED — — — 24,598 +949 +4.0% 0.62% $778K 2025-10-07 $30.11
2025 Q2 REDUCED 62.2% +5.3% ❌ 23,649 -38,921 -62.2% 0.52% $726K 2025-07-08 $28.94
2025 Q1 REDUCED 6.2% +1.6% ❌ 62,570 -4,113 -6.2% 1.69% $1.9M 2025-04-25 $27.74
2024 Q4 ADDED — — — 66,683 +7,014 +11.8% 1.64% $2.1M 2025-01-06 $28.85
2024 Q3 INITIATED — — — 59,669 — — 1.70% $2.0M 2024-11-05 $29.52

🏢 Other funds also holding PFF

As of 2026 Q3 — sorted by position size

Fortress Financial Solutions, LLC 5.13% Independence Financial Advisors, LLC 4.39% COLLECTIVE FAMILY OFFICE LLC 3Y 3.31% Kentucky Trust Co 2.88% Peoples Bank/KS 3Y 2.31% Brindle & Bay Financial Advisors, LLC 2.21% Infinity Wealth Counsel, LLC 2.18% Post Resch Tallon Group Inc. 2.02% Northside Capital Management, LLC 3Y 7Y 1.58% FELL CAPITAL MANAGEMENT /ADV 1.53%

FAQ About Canandaigua National Trust Co of Florida and PFF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Canandaigua National Trust Co of Florida reported owning PFF?

Canandaigua National Trust Co of Florida reported PFF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported PFF position in Canandaigua National Trust Co of Florida's portfolio?

The largest reported portfolio weight for PFF was 1.70% in 2024 Q3.

What is the latest reported PFF position on this page?

The most recent filing on this page is 2026 Q1, when Canandaigua National Trust Co of Florida reported 22,859 shares, equal to 0.56% of portfolio, with an estimated market value of $693K.

What does the chart on this PFF ownership page compare?

The chart compares Canandaigua National Trust Co of Florida's quarterly PFF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Canandaigua National Trust Co of Florida time their PFF position?

Based on 13F filing dates vs. subsequent PFF price moves, Canandaigua National Trust Co of Florida correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on PFF relative to SPY over the holding period was -10.9%.

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