Tompkins Financial
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Tompkins Financial’s M&T Bank MTB Stock Holding History

Tompkins Financial’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287K Sell
1,318
-598
-31% -$144K 0.02% 167
2026
Q2 		$456K Buy
1,916
+1,200
+168% +$262K 0.03% 138
2026
Q1 		$148K Sell
716
-345
-33% -$74.3K 0.01% 226
2025
Q4 		$214K Sell
1,061
-125
-11% -$23.9K 0.02% 191
2025
Q3 		$234K Hold
1,186
– – 0.02% 177
2025
Q2 		$230K Hold
1,186
– – 0.02% 173
2025
Q1 		$212K Buy
1,186
+100
+9% +$19K 0.02% 186
2024
Q4 		$204K Sell
1,086
-500
-32% -$99.4K 0.02% 180
2024
Q3 		$282K Buy
1,586
+125
+9% +$20.7K 0.03% 160
2024
Q2 		$221K Hold
1,461
– – 0.02% 183
2024
Q1 		$212K Sell
1,461
-129
-8% -$17.9K 0.02% 192
2023
Q4 		$218K Buy
1,590
+1,090
+218% +$137K 0.03% 186
2023
Q3 		$63.2K Hold
500
– – 0.01% 304
2023
Q2 		$61.9K Hold
500
– – 0.01% 314
2023
Q1 		$59.8K Hold
500
– – 0.01% 320
2022
Q4 		$73K Hold
500
– – 0.01% 297
2022
Q3 		$88K Hold
500
– – 0.01% 277
2022
Q2 		$80K Hold
500
– – 0.01% 292
2022
Q1 		$85K Buy
+500
New +$88.2K 0.01% 303
2021
Q1 		$6K Hold
38
– – ﹤0.01% 384
2020
Q4 		$5K Sell
38
-290
-88% -$33K ﹤0.01% 400
2020
Q3 		$30K Buy
328
+38
+13% +$3.88K 0.01% 276
2020
Q2 		$30K Hold
290
– – 0.01% 268
2020
Q1 		$30K Sell
290
-30
-9% -$4.41K 0.01% 260
2019
Q4 		$54K Sell
320
-130
-29% -$21.1K 0.01% 250
2019
Q3 		$71K Hold
450
– – 0.01% 205
2019
Q2 		$77K Hold
450
– – 0.02% 205
2019
Q1 		$71K Hold
450
– – 0.01% 209
2018
Q4 		$64K Hold
450
– – 0.01% 213
2018
Q3 		$74K Hold
450
– – 0.02% 225
2018
Q2 		$77K Buy
+450
New +$80.7K 0.02% 224

Other funds holding MTB

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tompkins Financial's MTB Position: Q3 2026 in Review

Tompkins Financial reduced its M&T Bank (MTB) stake by 31% in Q3 2026, selling an estimated $144K and leaving 1,318 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #167.

Tompkins Financial first reported a position in MTB in Q2 2018 and has held it in 31 quarters since. The position peaked at $456K in Q2 2026. 306 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Tompkins Financial held 1,318 shares of M&T Bank worth $287K as of Q3 2026.
  • Tompkins Financial sold 598 M&T Bank shares in Q3 2026, an estimated $144K.
  • M&T Bank made up 0.02% of Tompkins Financial's portfolio in Q3 2026, its #167 holding.
  • Tompkins Financial first reported a position in M&T Bank in Q2 2018 and has held it in 31 quarters since.
  • Tompkins Financial's M&T Bank position peaked at $456K in Q2 2026.
  • 306 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

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