Tompkins Financial’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Tompkins Financial’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27K	Hold	330	–	–	﹤0.01%	386
2026 Q2	$25.5K	Hold	330	–	–	﹤0.01%	389
2026 Q1	$23.2K	Buy	+330	New	+$24.4K	﹤0.01%	380
2020 Q2	–	Sell	-6	Closed	–	–	392
2020 Q1	$0	Buy	+6	New	+$284	﹤0.01%	424
2018 Q1	–	Sell	-331	Closed	-$13K	–	425
2017 Q4	$13K	Buy	+331	New	+$13.2K	﹤0.01%	315

Other funds holding FHLC

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Tompkins Financial's FHLC Position: Q3 2026 in Review

Tompkins Financial held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2026 at 330 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Tompkins Financial first reported a position in FHLC in Q4 2017 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Tompkins Financial held 330 shares of Fidelity MSCI Health Care Index ETF worth $27K as of Q3 2026.
Tompkins Financial left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #386 holding.
Tompkins Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2017 and has held it in 5 quarters since.
78 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

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