Tompkins Financial’s Financial Institutions FISI Stock Holding History

Tompkins Financial’s Portfolio FISI Stock Details FISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Hold	2,739	–	–	0.01%	267
2026 Q1	$86.9K	Hold	2,739	–	–	0.01%	269
2025 Q4	$85.4K	Hold	2,739	–	–	0.01%	263
2025 Q3	$74.5K	Sell	2,739 -281	-9%	-$7.5K	0.01%	285
2025 Q2	$77.6K	Hold	3,020	–	–	0.01%	272
2025 Q1	$75.4K	Hold	3,020	–	–	0.01%	286
2024 Q4	$82.4K	Hold	3,020	–	–	0.01%	276
2024 Q3	$76.9K	Hold	3,020	–	–	0.01%	292
2024 Q2	$58.3K	Buy	+3,020	New	+$53.6K	0.01%	327
2023 Q2	–	Sell	-5,085	Closed	-$98K	–	615
2023 Q1	$98K	Hold	5,085	–	–	0.02%	265
2022 Q4	$124K	Hold	5,085	–	–	0.02%	235
2022 Q3	$122K	Hold	5,085	–	–	0.02%	225
2022 Q2	$132K	Hold	5,085	–	–	0.02%	221
2022 Q1	$153K	Buy	+5,085	New	+$163K	0.02%	222

Other funds holding FISI

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

Ategra Capital Management Vienna, Virginia $222M AUM 31.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tompkins Financial's FISI Position: Q2 2026 in Review

Tompkins Financial held its Financial Institutions (FISI) position steady in Q2 2026 at 2,739 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #267.

Tompkins Financial first reported a position in FISI in Q1 2022 and has held it in 14 quarters since. The position peaked at $153K in Q1 2022. 159 funds tracked by Wall St. Rank hold FISI as of Q2 2026.

Tompkins Financial held 2,739 shares of Financial Institutions worth $107K as of Q2 2026.
Tompkins Financial left its Financial Institutions share count unchanged in Q2 2026.
Financial Institutions made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #267 holding.
Tompkins Financial first reported a position in Financial Institutions in Q1 2022 and has held it in 14 quarters since.
Tompkins Financial's Financial Institutions position peaked at $153K in Q1 2022.
159 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.