Tompkins Financial’s Goldman Sachs GS Stock Holding History

Tompkins Financial’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$506K	Hold	500	–	–	0.04%	132
2026 Q1	$423K	Hold	500	–	–	0.03%	134
2025 Q4	$440K	Hold	500	–	–	0.03%	136
2025 Q3	$398K	Hold	500	–	–	0.03%	145
2025 Q2	$354K	Sell	500 -650	-57%	-$377K	0.03%	143
2025 Q1	$628K	Hold	1,150	–	–	0.06%	119
2024 Q4	$659K	Hold	1,150	–	–	0.06%	109
2024 Q3	$569K	Hold	1,150	–	–	0.05%	120
2024 Q2	$520K	Hold	1,150	–	–	0.05%	128
2024 Q1	$480K	Hold	1,150	–	–	0.05%	134
2023 Q4	$444K	Sell	1,150 -344	-23%	-$115K	0.05%	136
2023 Q3	$483K	Hold	1,494	–	–	0.08%	116
2023 Q2	$482K	Hold	1,494	–	–	0.08%	123
2023 Q1	$489K	Hold	1,494	–	–	0.08%	123
2022 Q4	$513K	Hold	1,494	–	–	0.08%	118
2022 Q3	$437K	Hold	1,494	–	–	0.07%	123
2022 Q2	$444K	Hold	1,494	–	–	0.07%	124
2022 Q1	$494K	Buy	1,494 +844	+130%	+$298K	0.07%	126
2021 Q4	$249K	Sell	650 -45	-6%	-$17.8K	0.04%	124
2021 Q3	$263K	Buy	+695	New	+$271K	0.05%	121
2021 Q1	$236K	Hold	722	–	–	0.04%	130
2020 Q4	$190K	Buy	722 +15	+2%	+$3.34K	0.03%	133
2020 Q3	$142K	Buy	707 +27	+4%	+$5.49K	0.03%	163
2020 Q2	$134K	Sell	680 -57	-8%	-$10.7K	0.03%	167
2020 Q1	$114K	Sell	737 -40	-5%	-$8.49K	0.03%	171
2019 Q4	$179K	Buy	+777	New	+$169K	0.03%	166
2019 Q3	–	Sell	-71	Closed	-$15K	–	351
2019 Q2	$15K	Hold	71	–	–	﹤0.01%	312
2019 Q1	$14K	Hold	71	–	–	﹤0.01%	334
2018 Q4	$12K	Hold	71	–	–	﹤0.01%	328
2018 Q3	$16K	Sell	71 -145	-67%	-$33.7K	﹤0.01%	332
2018 Q2	$48K	Buy	216 +145	+204%	+$34.6K	0.01%	256
2018 Q1	$18K	Hold	71	–	–	﹤0.01%	330
2017 Q4	$18K	Hold	71	–	–	﹤0.01%	297
2017 Q3	$17K	Hold	71	–	–	﹤0.01%	308
2017 Q2	$16K	Hold	71	–	–	﹤0.01%	293
2017 Q1	$16K	Sell	71 -21	-23%	-$5.07K	﹤0.01%	291
2016 Q4	$22K	Sell	92 -80	-47%	-$16.2K	0.01%	275
2016 Q3	$28K	Sell	172 -192	-53%	-$31.2K	0.01%	257
2016 Q2	$54K	Sell	364 -82	-18%	-$12.8K	0.02%	243
2016 Q1	$70K	Sell	446 -238	-35%	-$36.8K	0.02%	212
2015 Q4	$123K	Sell	684 -146	-18%	-$27.1K	0.04%	184
2015 Q3	$144K	Sell	830 -216	-21%	-$42.4K	0.05%	172
2015 Q2	$218K	Sell	1,046 -934	-47%	-$190K	0.06%	155
2015 Q1	$372K	Sell	1,980 -664	-25%	-$124K	0.09%	132
2014 Q4	$512K	Sell	2,644 -2,924	-53%	-$550K	0.13%	114
2014 Q3	$1.02M	Buy	5,568 +287	+5%	+$50.4K	0.27%	85
2014 Q2	$884K	Buy	5,281 +1,799	+52%	+$290K	0.22%	89
2014 Q1	$570K	Buy	3,482 +958	+38%	+$161K	0.14%	110
2013 Q4	$447K	Buy	+2,524	New	+$416K	0.12%	116

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM