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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Tompkins Financial's RSP Position: Q2 2026 in Review

Tompkins Financial held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 247 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Tompkins Financial first reported a position in RSP in Q4 2014 and has held it in 8 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Tompkins Financial held 247 shares of Invesco S&P 500 Equal Weight ETF worth $52.6K as of Q2 2026.
Tompkins Financial left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #332 holding.
Tompkins Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 8 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.