Tompkins Financial’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Tompkins Financial’s Portfolio BAI Stock Details BAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50	Closed	-$1.67K	–	683
2025 Q4	$1.67K	Buy	+50	New	+$1.73K	﹤0.01%	557

Other funds holding BAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Tompkins Financial's BAI Position: Q1 2026 in Review

Tompkins Financial sold out of iShares A.I. Innovation and Tech Active ETF (BAI) in Q1 2026, closing a stake of 50 shares — an estimated $1.67K sold.

Tompkins Financial first reported a position in BAI in Q4 2025 and held it in 1 quarter. The position peaked at $1.67K in Q4 2025. 539 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

Tompkins Financial reported no remaining iShares A.I. Innovation and Tech Active ETF position as of Q1 2026 after selling out during the quarter.
Tompkins Financial sold 50 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $1.67K.
Tompkins Financial first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and held it in 1 quarter.
Tompkins Financial's iShares A.I. Innovation and Tech Active ETF position peaked at $1.67K in Q4 2025.
539 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.