Tompkins Financial’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

Tompkins Financial’s Portfolio ROBO Stock Details ROBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$515	–	571
2025 Q1	$515	Hold	10	–	–	﹤0.01%	550
2024 Q4	$563	Hold	10	–	–	﹤0.01%	512
2024 Q3	$571	Hold	10	–	–	﹤0.01%	559
2024 Q2	$551	Hold	10	–	–	﹤0.01%	569
2024 Q1	$586	Hold	10	–	–	﹤0.01%	609
2023 Q4	$573	Hold	10	–	–	﹤0.01%	628
2023 Q3	$504	Hold	10	–	–	﹤0.01%	570
2023 Q2	$586	Sell	10 -186	-95%	-$10.2K	﹤0.01%	588
2023 Q1	$10.7K	Hold	196	–	–	﹤0.01%	484
2022 Q4	$9K	Hold	196	–	–	﹤0.01%	495
2022 Q3	$8K	Hold	196	–	–	﹤0.01%	498
2022 Q2	$9K	Hold	196	–	–	﹤0.01%	478
2022 Q1	$11K	Buy	+196	New	+$11.9K	﹤0.01%	482

Other funds holding ROBO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tompkins Financial's ROBO Position: Q2 2025 in Review

Tompkins Financial sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q2 2025, closing a stake of 10 shares — an estimated $515 sold.

Tompkins Financial first reported a position in ROBO in Q1 2022 and held it in 13 quarters. The position peaked at $11K in Q1 2022. 209 funds tracked by Wall St. Rank hold ROBO as of Q2 2025.

Tompkins Financial reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q2 2025 after selling out during the quarter.
Tompkins Financial sold 10 ROBO Global Robotics & Automation Index ETF shares in Q2 2025, an estimated $515.
Tompkins Financial first reported a position in ROBO Global Robotics & Automation Index ETF in Q1 2022 and held it in 13 quarters.
Tompkins Financial's ROBO Global Robotics & Automation Index ETF position peaked at $11K in Q1 2022.
209 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q2 2025.

Based on Tompkins Financial's 13F filing for Q2 2025, filed 10 Jul 2025.