Tompkins Financial’s Clorox CLX Stock Holding History

Tompkins Financial’s Portfolio CLX Stock Details CLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$361K	Hold	4,456	–	–	0.03%	150
2026 Q2	$425K	Hold	4,456	–	–	0.03%	144
2026 Q1	$462K	Hold	4,456	–	–	0.04%	130
2025 Q4	$449K	Hold	4,456	–	–	0.03%	134
2025 Q3	$549K	Hold	4,456	–	–	0.05%	122
2025 Q2	$535K	Hold	4,456	–	–	0.05%	119
2025 Q1	$656K	Hold	4,456	–	–	0.06%	117
2024 Q4	$724K	Hold	4,456	–	–	0.07%	105
2024 Q3	$726K	Sell	4,456 -527	-11%	-$78.1K	0.07%	105
2024 Q2	$680K	Hold	4,983	–	–	0.07%	109
2024 Q1	$763K	Hold	4,983	–	–	0.09%	105
2023 Q4	$711K	Sell	4,983 -73	-1%	-$9.73K	0.09%	105
2023 Q3	$663K	Sell	5,056 -25	-0.5%	-$3.8K	0.1%	95
2023 Q2	$808K	Hold	5,081	–	–	0.13%	90
2023 Q1	$804K	Hold	5,081	–	–	0.13%	93
2022 Q4	$713K	Buy	5,081 +25	+0.5%	+$3.55K	0.11%	103
2022 Q3	$649K	Hold	5,056	–	–	0.11%	100
2022 Q2	$713K	Hold	5,056	–	–	0.11%	98
2022 Q1	$703K	Buy	5,056 +4,774	+1,693%	+$732K	0.1%	108
2021 Q4	$49K	Hold	282	–	–	0.01%	226
2021 Q3	$47K	Buy	+282	New	+$48.6K	0.01%	230
2021 Q1	$54K	Sell	282 -7	-2%	-$1.35K	0.01%	247
2020 Q4	$58K	Sell	289 -161	-36%	-$33.3K	0.01%	225
2020 Q3	$95K	Hold	450	–	–	0.02%	190
2020 Q2	$99K	Hold	450	–	–	0.02%	179
2020 Q1	$78K	Sell	450 -75	-14%	-$12.4K	0.02%	196
2019 Q4	$81K	Buy	525 +181	+53%	+$27.1K	0.01%	218
2019 Q3	$52K	Hold	344	–	–	0.01%	225
2019 Q2	$53K	Hold	344	–	–	0.01%	229
2019 Q1	$55K	Hold	344	–	–	0.01%	224
2018 Q4	$53K	Hold	344	–	–	0.01%	225
2018 Q3	$52K	Hold	344	–	–	0.01%	245
2018 Q2	$47K	Hold	344	–	–	0.01%	257
2018 Q1	$46K	Buy	344 +139	+68%	+$18.7K	0.01%	253
2017 Q4	$30K	Hold	205	–	–	0.01%	255
2017 Q3	$27K	Hold	205	–	–	0.01%	273
2017 Q2	$27K	Hold	205	–	–	0.01%	261
2017 Q1	$28K	Hold	205	–	–	0.01%	259
2016 Q4	$25K	Hold	205	–	–	0.01%	265
2016 Q3	$26K	Hold	205	–	–	0.01%	260
2016 Q2	$28K	Sell	205 -45	-18%	-$5.83K	0.01%	310
2016 Q1	$32K	Sell	250 -75	-23%	-$9.53K	0.01%	288
2015 Q4	$42K	Hold	325	–	–	0.01%	298
2015 Q3	$38K	Hold	325	–	–	0.01%	303
2015 Q2	$34K	Hold	325	–	–	0.01%	325
2015 Q1	$36K	Hold	325	–	–	0.01%	325
2014 Q4	$34K	Hold	325	–	–	0.01%	311
2014 Q3	$31K	Hold	325	–	–	0.01%	315
2014 Q2	$30K	Hold	325	–	–	0.01%	322
2014 Q1	$29K	Sell	325 -537	-62%	-$47.1K	0.01%	328
2013 Q4	$80K	Buy	862 +537	+165%	+$48.4K	0.02%	207
2013 Q3	$26K	Hold	325	–	–	0.01%	326
2013 Q2	$27K	Buy	+325	New	+$28K	0.01%	317

Other funds holding CLX

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

VVP

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

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

KGC

Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Ridgewood Investments Springfield, New Jersey $271M AUM

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

FFA

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

Tompkins Financial's CLX Position: Q3 2026 in Review

Tompkins Financial held its Clorox (CLX) position steady in Q3 2026 at 4,456 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #150.

Tompkins Financial first reported a position in CLX in Q2 2013 and has held it in 53 quarters since. The position peaked at $808K in Q2 2023. 54 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

Tompkins Financial held 4,456 shares of Clorox worth $361K as of Q3 2026.
Tompkins Financial left its Clorox share count unchanged in Q3 2026.
Clorox made up 0.03% of Tompkins Financial's portfolio in Q3 2026, its #150 holding.
Tompkins Financial first reported a position in Clorox in Q2 2013 and has held it in 53 quarters since.
Tompkins Financial's Clorox position peaked at $808K in Q2 2023.
54 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

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