Tompkins Financial’s Elmira Savings Bank Elmira NY ESBK Stock Holding History

Tompkins Financial’s Portfolio ESBK Stock Details ESBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-700	Closed	-$8K	–	572
2020 Q3	$8K	Hold	700	–	–	﹤0.01%	344
2020 Q2	$8K	Hold	700	–	–	﹤0.01%	331
2020 Q1	$8K	Hold	700	–	–	﹤0.01%	340
2019 Q4	$11K	Sell	700 -100	-13%	-$1.48K	﹤0.01%	343
2019 Q3	$11K	Buy	800 +700	+700%	+$10.3K	﹤0.01%	310
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	346
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	387
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	393
2018 Q3	$2K	Buy	+100	New	+$2.04K	﹤0.01%	407
2015 Q3	–	Sell	-1,446	Closed	-$28K	–	517
2015 Q2	$28K	Buy	+1,446	New	+$27.7K	0.01%	347

Other funds holding ESBK

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tompkins Financial's ESBK Position: Q4 2020 in Review

Tompkins Financial sold out of Elmira Savings Bank Elmira NY (ESBK) in Q4 2020, closing a stake of 700 shares — an estimated $8K sold.

Tompkins Financial first reported a position in ESBK in Q2 2015 and held it in 10 quarters. The position peaked at $28K in Q2 2015. 12 funds tracked by Wall St. Rank hold ESBK as of Q4 2020.

Tompkins Financial reported no remaining Elmira Savings Bank Elmira NY position as of Q4 2020 after selling out during the quarter.
Tompkins Financial sold 700 Elmira Savings Bank Elmira NY shares in Q4 2020, an estimated $8K.
Tompkins Financial first reported a position in Elmira Savings Bank Elmira NY in Q2 2015 and held it in 10 quarters.
Tompkins Financial's Elmira Savings Bank Elmira NY position peaked at $28K in Q2 2015.
12 funds tracked by Wall St. Rank held Elmira Savings Bank Elmira NY as of Q4 2020.

Based on Tompkins Financial's 13F filing for Q4 2020, filed 5 Feb 2021.