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Tompkins Financial’s MSCI MSCI Stock Holding History

Tompkins Financial’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4
Closed -$2.29K – 640
2025
Q4 		$2.29K Buy
+4
New +$2.24K ﹤0.01% 533
2021
Q4 		– Sell
-14
Closed -$9K – 377
2021
Q3 		$9K Buy
+14
New +$8.55K ﹤0.01% 327
2021
Q1 		$6K Hold
14
– – ﹤0.01% 383
2020
Q4 		$6K Buy
+14
New +$5.49K ﹤0.01% 389
2016
Q3 		– Sell
-515
Closed -$40K – 443
2016
Q2 		$40K Hold
515
– – 0.01% 274
2016
Q1 		$38K Buy
+515
New +$35.6K 0.01% 273

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tompkins Financial's MSCI Position: Q1 2026 in Review

Tompkins Financial sold out of MSCI (MSCI) in Q1 2026, closing a stake of 4 shares — an estimated $2.29K sold.

Tompkins Financial first reported a position in MSCI in Q1 2016 and held it in 6 quarters. The position peaked at $40K in Q2 2016. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Tompkins Financial reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Tompkins Financial sold 4 MSCI shares in Q1 2026, an estimated $2.29K.
  • Tompkins Financial first reported a position in MSCI in Q1 2016 and held it in 6 quarters.
  • Tompkins Financial's MSCI position peaked at $40K in Q2 2016.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.