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Tompkins Financial’s Intuit INTU Stock Holding History

Tompkins Financial’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.62K Hold
24
– – ﹤0.01% 498
2026
Q2 		$6.26K Sell
24
-11
-31% -$3.83K ﹤0.01% 484
2026
Q1 		$15.1K Sell
35
-7
-17% -$3.34K ﹤0.01% 417
2025
Q4 		$27.8K Buy
42
+7
+20% +$4.63K ﹤0.01% 350
2025
Q3 		$23.9K Hold
35
– – ﹤0.01% 376
2025
Q2 		$27.6K Hold
35
– – ﹤0.01% 359
2025
Q1 		$21.5K Buy
35
+11
+46% +$6.61K ﹤0.01% 392
2024
Q4 		$15.1K Hold
24
– – ﹤0.01% 406
2024
Q3 		$14.9K Buy
+24
New +$15.3K ﹤0.01% 444
2018
Q3 		– Sell
-53
Closed -$11K – 438
2018
Q2 		$11K Buy
+53
New +$10.2K ﹤0.01% 367
2015
Q1 		– Sell
-375
Closed -$35K – 532
2014
Q4 		$35K Sell
375
-20
-5% -$1.78K 0.01% 307
2014
Q3 		$35K Hold
395
– – 0.01% 304
2014
Q2 		$32K Hold
395
– – 0.01% 317
2014
Q1 		$31K Buy
395
+145
+58% +$11.1K 0.01% 322
2013
Q4 		$19K Hold
250
– – ﹤0.01% 356
2013
Q3 		$17K Buy
+250
New +$16.1K ﹤0.01% 362

Other funds holding INTU

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Tompkins Financial's INTU Position: Q3 2026 in Review

Tompkins Financial held its Intuit (INTU) position steady in Q3 2026 at 24 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Tompkins Financial first reported a position in INTU in Q3 2013 and has held it in 16 quarters since. The position peaked at $35K in Q4 2014. 68 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Tompkins Financial held 24 shares of Intuit worth $6.62K as of Q3 2026.
  • Tompkins Financial left its Intuit share count unchanged in Q3 2026.
  • Intuit made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #498 holding.
  • Tompkins Financial first reported a position in Intuit in Q3 2013 and has held it in 16 quarters since.
  • Tompkins Financial's Intuit position peaked at $35K in Q4 2014.
  • 68 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

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