TF
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Tompkins Financial’s Calvert International Responsible Index ETF CVIE Stock Holding History

Tompkins Financial’s Portfolio CVIE Stock Details CVIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.89M Buy
70,805
+1,217
+2% +$102K 0.41% 50
2026
Q2 		$5.92M Buy
+69,588
New +$5.64M 0.41% 50

Other funds holding CVIE

AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Tompkins Financial's CVIE Position: Q3 2026 in Review

Tompkins Financial increased its Calvert International Responsible Index ETF (CVIE) stake by 1.7% in Q3 2026, buying an estimated $102K and bringing the position to 70,805 shares worth $5.89M. The position accounts for 0.41% of the portfolio, ranked #50.

Tompkins Financial first reported a position in CVIE in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.92M in Q2 2026. 14 funds tracked by Wall St. Rank hold CVIE as of Q3 2026.

  • Tompkins Financial held 70,805 shares of Calvert International Responsible Index ETF worth $5.89M as of Q3 2026.
  • Tompkins Financial bought 1,217 Calvert International Responsible Index ETF shares in Q3 2026, an estimated $102K.
  • Calvert International Responsible Index ETF made up 0.41% of Tompkins Financial's portfolio in Q3 2026, its #50 holding.
  • Tompkins Financial first reported a position in Calvert International Responsible Index ETF in Q2 2026 and has held it in 2 quarters since.
  • Tompkins Financial's Calvert International Responsible Index ETF position peaked at $5.92M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q3 2026.

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