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Tompkins Financial’s Morgan Stanley MS Stock Holding History

Tompkins Financial’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.15M Buy
+16,732
New +$3.56M 0.22% 65
2025
Q1 		– Sell
-1,000
Closed -$126K – 577
2024
Q4 		$126K Sell
1,000
-30
-3% -$3.69K 0.01% 233
2024
Q3 		$107K Buy
1,030
+30
+3% +$3.02K 0.01% 261
2024
Q2 		$97.2K Hold
1,000
– – 0.01% 275
2024
Q1 		$94.2K Buy
+1,000
New +$88.1K 0.01% 284
2021
Q1 		– Sell
-62
Closed -$4K – 487
2020
Q4 		$4K Buy
+62
New +$3.56K ﹤0.01% 406
2019
Q2 		– Sell
-156
Closed -$7K – 382
2019
Q1 		$7K Buy
+156
New +$6.57K ﹤0.01% 364
2016
Q2 		– Sell
-3,165
Closed -$79K – 550
2016
Q1 		$79K Hold
3,165
– – 0.03% 203
2015
Q4 		$101K Buy
+3,165
New +$105K 0.03% 193
2014
Q1 		– Sell
-536
Closed -$17K – 530
2013
Q4 		$17K Hold
536
– – ﹤0.01% 365
2013
Q3 		$14K Hold
536
– – ﹤0.01% 376
2013
Q2 		$13K Buy
+536
New +$12.7K ﹤0.01% 384

Other funds holding MS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Tompkins Financial's MS Position: Q3 2026 in Review

Tompkins Financial opened a new position in Morgan Stanley (MS) in Q3 2026: 16,732 shares worth $3.15M. The stake represents 0.22% of the portfolio and ranks #65 among its holdings. This is a return to the name: Tompkins Financial previously reported a position in MS as recently as Q4 2024.

Tompkins Financial first reported a position in MS in Q2 2013 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Tompkins Financial held 16,732 shares of Morgan Stanley worth $3.15M as of Q3 2026.
  • Morgan Stanley was a new Tompkins Financial position in Q3 2026.
  • Morgan Stanley made up 0.22% of Tompkins Financial's portfolio in Q3 2026, its #65 holding.
  • Tompkins Financial first reported a position in Morgan Stanley in Q2 2013 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

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