Tompkins Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Tompkins Financial’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$51.4K	Hold	247	–	–	﹤0.01%	335
2026 Q2	$52.6K	Hold	247	–	–	﹤0.01%	332
2026 Q1	$47.4K	Buy	247 +78	+46%	+$15.5K	﹤0.01%	328
2025 Q4	$32.4K	Hold	169	–	–	﹤0.01%	336
2025 Q3	$32.1K	Buy	+169	New	+$31.5K	﹤0.01%	355
2019 Q2	–	Sell	-400	Closed	-$42K	–	394
2019 Q1	$42K	Buy	400 +345	+627%	+$34.8K	0.01%	244
2018 Q4	$5K	Buy	+55	New	+$5.45K	﹤0.01%	368
2016 Q2	–	Sell	-392	Closed	-$31K	–	561
2016 Q1	$31K	Buy	+392	New	+$28.8K	0.01%	292
2015 Q1	–	Sell	-149	Closed	-$12K	–	536
2014 Q4	$12K	Buy	+149	New	+$11.6K	﹤0.01%	369

Other funds holding RSP

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tompkins Financial's RSP Position: Q3 2026 in Review

Tompkins Financial held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 247 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Tompkins Financial first reported a position in RSP in Q4 2014 and has held it in 9 quarters since. The position peaked at $52.6K in Q2 2026. 134 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Tompkins Financial held 247 shares of Invesco S&P 500 Equal Weight ETF worth $51.4K as of Q3 2026.
Tompkins Financial left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #335 holding.
Tompkins Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 9 quarters since.
Tompkins Financial's Invesco S&P 500 Equal Weight ETF position peaked at $52.6K in Q2 2026.
134 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

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