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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
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

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JP Morgan Chase
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return