Tompkins Financial’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Tompkins Financial’s Portfolio CATH Stock Details CATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$457K	Hold	5,038	–	–	0.03%	136
2026 Q2	$446K	Hold	5,038	–	–	0.03%	140
2026 Q1	$394K	Hold	5,038	–	–	0.03%	139
2025 Q4	$414K	Hold	5,038	–	–	0.03%	139
2025 Q3	$408K	Hold	5,038	–	–	0.03%	142
2025 Q2	$380K	Buy	5,038 +874	+21%	+$60.8K	0.03%	139
2025 Q1	$281K	Buy	4,164 +371	+10%	+$26.3K	0.03%	157
2024 Q4	$269K	Buy	+3,793	New	+$271K	0.03%	155

Other funds holding CATH

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Tompkins Financial's CATH Position: Q3 2026 in Review

Tompkins Financial held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q3 2026 at 5,038 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #136.

Tompkins Financial first reported a position in CATH in Q4 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

Tompkins Financial held 5,038 shares of Global X S&P 500 Catholic Values ETF worth $457K as of Q3 2026.
Tompkins Financial left its Global X S&P 500 Catholic Values ETF share count unchanged in Q3 2026.
Global X S&P 500 Catholic Values ETF made up 0.03% of Tompkins Financial's portfolio in Q3 2026, its #136 holding.
Tompkins Financial first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

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