Tompkins Financial’s Alcoa AA Stock Holding History

Tompkins Financial’s Portfolio AA Stock Details AA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$84K	Hold	2,000	–	–	0.01%	285
2026 Q2	$104K	Hold	2,000	–	–	0.01%	268
2026 Q1	$133K	Hold	2,000	–	–	0.01%	240
2025 Q4	$106K	Hold	2,000	–	–	0.01%	246
2025 Q3	$65.8K	Hold	2,000	–	–	0.01%	293
2025 Q2	$59K	Hold	2,000	–	–	0.01%	297
2025 Q1	$61K	Hold	2,000	–	–	0.01%	307
2024 Q4	$75.6K	Hold	2,000	–	–	0.01%	283
2024 Q3	$77.2K	Hold	2,000	–	–	0.01%	291
2024 Q2	$79.6K	Hold	2,000	–	–	0.01%	298
2024 Q1	$67.6K	Hold	2,000	–	–	0.01%	324
2023 Q4	$68K	Hold	2,000	–	–	0.01%	316
2023 Q3	$58.1K	Hold	2,000	–	–	0.01%	308
2023 Q2	$67.9K	Hold	2,000	–	–	0.01%	307
2023 Q1	$85.1K	Hold	2,000	–	–	0.01%	282
2022 Q4	$91K	Hold	2,000	–	–	0.01%	274
2022 Q3	$67K	Hold	2,000	–	–	0.01%	299
2022 Q2	$91K	Hold	2,000	–	–	0.01%	280
2022 Q1	$180K	Buy	+2,000	New	+$145K	0.03%	203
2019 Q1	–	Sell	-96	Closed	-$3K	–	395
2018 Q4	$3K	Hold	96	–	–	﹤0.01%	381
2018 Q3	$4K	Hold	96	–	–	﹤0.01%	386
2018 Q2	$5K	Hold	96	–	–	﹤0.01%	386
2018 Q1	$4K	Hold	96	–	–	﹤0.01%	387
2017 Q4	$5K	Buy	+96	New	+$4.39K	﹤0.01%	346
2014 Q4	–	Sell	-2,602	Closed	-$101K	–	471
2014 Q3	$101K	Hold	2,602	–	–	0.03%	189
2014 Q2	$93K	Hold	2,602	–	–	0.02%	205
2014 Q1	$80K	Hold	2,602	–	–	0.02%	204
2013 Q4	$66K	Hold	2,602	–	–	0.02%	228
2013 Q3	$51K	Hold	2,602	–	–	0.01%	246
2013 Q2	$49K	Buy	+2,602	New	+$52.1K	0.01%	250

Other funds holding AA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Tompkins Financial's AA Position: Q3 2026 in Review

Tompkins Financial held its Alcoa (AA) position steady in Q3 2026 at 2,000 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #285.

Tompkins Financial first reported a position in AA in Q2 2013 and has held it in 30 quarters since. The position peaked at $180K in Q1 2022. 38 funds tracked by Wall St. Rank hold AA as of Q3 2026.

Tompkins Financial held 2,000 shares of Alcoa worth $84K as of Q3 2026.
Tompkins Financial left its Alcoa share count unchanged in Q3 2026.
Alcoa made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #285 holding.
Tompkins Financial first reported a position in Alcoa in Q2 2013 and has held it in 30 quarters since.
Tompkins Financial's Alcoa position peaked at $180K in Q1 2022.
38 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.