Tompkins Financial’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Tompkins Financial’s Portfolio PTLC Stock Details PTLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$294K	Buy	+4,940	New	+$293K	0.02%	165

Other funds holding PTLC

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Tompkins Financial's PTLC Position: Q3 2026 in Review

Tompkins Financial opened a new position in Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2026: 4,940 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #165 among its holdings.

16 funds tracked by Wall St. Rank hold PTLC as of Q3 2026.

Tompkins Financial held 4,940 shares of Pacer Trendpilot US Large Cap ETF worth $294K as of Q3 2026.
Pacer Trendpilot US Large Cap ETF was a new Tompkins Financial position in Q3 2026.
Pacer Trendpilot US Large Cap ETF made up 0.02% of Tompkins Financial's portfolio in Q3 2026, its #165 holding.
16 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2026.

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