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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
Q3 		$107K Hold
2,739
– – 0.01% 268
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

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Tompkins Financial's FISI Position: Q3 2026 in Review

Tompkins Financial held its Financial Institutions (FISI) position steady in Q3 2026 at 2,739 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #268.

Tompkins Financial first reported a position in FISI in Q1 2022 and has held it in 15 quarters since. The position peaked at $153K in Q1 2022. 6 funds tracked by Wall St. Rank hold FISI as of Q3 2026.

  • Tompkins Financial held 2,739 shares of Financial Institutions worth $107K as of Q3 2026.
  • Tompkins Financial left its Financial Institutions share count unchanged in Q3 2026.
  • Financial Institutions made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #268 holding.
  • Tompkins Financial first reported a position in Financial Institutions in Q1 2022 and has held it in 15 quarters since.
  • Tompkins Financial's Financial Institutions position peaked at $153K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2026.

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