Tompkins Financial’s Nasdaq NDAQ Stock Holding History

Tompkins Financial’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.65K	Buy	+59	New	+$5.17K	﹤0.01%	499
2021 Q4	–	Sell	-252	Closed	-$16K	–	379
2021 Q3	$16K	Buy	+252	New	+$15.9K	﹤0.01%	297
2021 Q1	$12K	Hold	252	–	–	﹤0.01%	350
2020 Q4	$11K	Buy	252 +84	+50%	+$3.56K	﹤0.01%	358
2020 Q3	$7K	Hold	168	–	–	﹤0.01%	347
2020 Q2	$7K	Hold	168	–	–	﹤0.01%	334
2020 Q1	$5K	Hold	168	–	–	﹤0.01%	353
2019 Q4	$6K	Buy	+168	New	+$5.73K	﹤0.01%	361
2016 Q3	–	Sell	-6,480	Closed	-$140K	–	446
2016 Q2	$140K	Hold	6,480	–	–	0.04%	172
2016 Q1	$143K	Hold	6,480	–	–	0.05%	169
2015 Q4	$126K	Buy	+6,480	New	+$123K	0.04%	181

Other funds holding NDAQ

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return