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Tompkins Financial’s Grayscale Bitcoin Trust GBTC Stock Holding History

Tompkins Financial’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$73.7K Hold
1,141
– – 0.01% 301
2026
Q2 		$51.9K Hold
1,141
– – ﹤0.01% 333
2026
Q1 		$60.2K Hold
1,141
– – ﹤0.01% 307
2025
Q4 		$78K Hold
1,141
– – 0.01% 272
2025
Q3 		$102K Hold
1,141
– – 0.01% 249
2025
Q2 		$96.8K Hold
1,141
– – 0.01% 248
2025
Q1 		$74.4K Hold
1,141
– – 0.01% 288
2024
Q4 		$84.5K Hold
1,141
– – 0.01% 274
2024
Q3 		$57.6K Sell
1,141
-122
-10% -$5.94K 0.01% 318
2024
Q2 		$60.7K Buy
+1,263
New +$66.5K 0.01% 325

Other funds holding GBTC

SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $171M AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Tompkins Financial's GBTC Position: Q3 2026 in Review

Tompkins Financial held its Grayscale Bitcoin Trust (GBTC) position steady in Q3 2026 at 1,141 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #301.

Tompkins Financial first reported a position in GBTC in Q2 2024 and has held it in 10 quarters since. The position peaked at $102K in Q3 2025. 87 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Tompkins Financial held 1,141 shares of Grayscale Bitcoin Trust worth $73.7K as of Q3 2026.
  • Tompkins Financial left its Grayscale Bitcoin Trust share count unchanged in Q3 2026.
  • Grayscale Bitcoin Trust made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #301 holding.
  • Tompkins Financial first reported a position in Grayscale Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
  • Tompkins Financial's Grayscale Bitcoin Trust position peaked at $102K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

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