TF
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Tompkins Financial’s Lazard International Dynamic Equity ETF IDEQ Stock Holding History

Tompkins Financial’s Portfolio IDEQ Stock Details IDEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33M Buy
942,394
+72,969
+8% +$2.58M 2.33% 12
2026
Q2 		$30.5M Buy
+869,425
New +$30M 2.13% 14

Other funds holding IDEQ

AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $17.8M AUM 14.07% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Tompkins Financial's IDEQ Position: Q3 2026 in Review

Tompkins Financial increased its Lazard International Dynamic Equity ETF (IDEQ) stake by 8.4% in Q3 2026, buying an estimated $2.58M and bringing the position to 942,394 shares worth $33M. The position accounts for 2.33% of the portfolio, ranked #12.

Tompkins Financial first reported a position in IDEQ in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold IDEQ as of Q3 2026.

  • Tompkins Financial held 942,394 shares of Lazard International Dynamic Equity ETF worth $33M as of Q3 2026.
  • Tompkins Financial bought 72,969 Lazard International Dynamic Equity ETF shares in Q3 2026, an estimated $2.58M.
  • Lazard International Dynamic Equity ETF made up 2.33% of Tompkins Financial's portfolio in Q3 2026, its #12 holding.
  • Tompkins Financial first reported a position in Lazard International Dynamic Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Lazard International Dynamic Equity ETF as of Q3 2026.

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