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 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 $7.37B AUM 21.9% 1-Year Est. Return

Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return