Tompkins Financial’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Tompkins Financial’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.77M	Sell	84,756 -21,872	-21%	-$2M	0.54%	43
2026 Q1	$9.77M	Buy	106,628 +1,776	+2%	+$163K	0.78%	39
2025 Q4	$9.58M	Sell	104,852 -2,005	-2%	-$184K	0.75%	40
2025 Q3	$9.8M	Sell	106,857 -52,567	-33%	-$4.82M	0.82%	37
2025 Q2	$14.6M	Sell	159,424 -757	-0.5%	-$69.3K	1.34%	20
2025 Q1	$14.7M	Sell	160,181 -51,800	-24%	-$4.74M	1.41%	21
2024 Q4	$19.4M	Buy	211,981 +22,277	+12%	+$2.04M	1.8%	12
2024 Q3	$17.4M	Buy	189,704 +107,271	+130%	+$9.83M	1.67%	13
2024 Q2	$7.57M	Buy	82,433 +22,667	+38%	+$2.08M	0.79%	38
2024 Q1	$5.49M	Sell	59,766 -31,945	-35%	-$2.93M	0.62%	46
2023 Q4	$8.38M	Buy	91,711 +15,388	+20%	+$1.41M	1.02%	30
2023 Q3	$7.01M	Buy	76,323 +27,670	+57%	+$2.54M	1.1%	30
2023 Q2	$4.47M	Buy	48,653 +48,495	+30,693%	+$4.44M	0.7%	48
2023 Q1	$14.5K	Hold	158	–	–	﹤0.01%	454
2022 Q4	$14K	Hold	158	–	–	﹤0.01%	447
2022 Q3	$14K	Hold	158	–	–	﹤0.01%	442
2022 Q2	$14K	Hold	158	–	–	﹤0.01%	438
2022 Q1	$14K	Buy	+158	New	+$14.4K	﹤0.01%	465
2014 Q3	–	Sell	-86	Closed	-$8K	–	483
2014 Q2	$8K	Sell	86 -261	-75%	-$23.9K	﹤0.01%	403
2014 Q1	$32K	Hold	347	–	–	0.01%	319
2013 Q4	$32K	Hold	347	–	–	0.01%	320
2013 Q3	$32K	Buy	347 +85	+32%	+$7.79K	0.01%	306
2013 Q2	$24K	Buy	+262	New	+$24K	0.01%	329

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Tompkins Financial's BIL Position: Q2 2026 in Review

Tompkins Financial reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 21% in Q2 2026, selling an estimated $2M and leaving 84,756 shares worth $7.77M. The position accounts for 0.54% of the portfolio, ranked #43.

Tompkins Financial first reported a position in BIL in Q2 2013 and has held it in 23 quarters since. The position peaked at $19.4M in Q4 2024. 1,290 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Tompkins Financial held 84,756 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $7.77M as of Q2 2026.
Tompkins Financial sold 21,872 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $2M.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.54% of Tompkins Financial's portfolio in Q2 2026, its #43 holding.
Tompkins Financial first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2013 and has held it in 23 quarters since.
Tompkins Financial's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $19.4M in Q4 2024.
1,290 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.