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Tompkins Financial’s S&P Global SPGI Stock Holding History

Tompkins Financial’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$45.4K Hold
115
– – ﹤0.01% 349
2026
Q2 		$46.8K Hold
115
– – ﹤0.01% 342
2026
Q1 		$48.9K Sell
115
-284
-71% -$132K ﹤0.01% 323
2025
Q4 		$209K Buy
399
+13
+3% +$6.43K 0.02% 194
2025
Q3 		$188K Hold
386
– – 0.02% 194
2025
Q2 		$204K Hold
386
– – 0.02% 187
2025
Q1 		$196K Sell
386
-19
-5% -$9.71K 0.02% 196
2024
Q4 		$202K Buy
405
+125
+45% +$63.4K 0.02% 184
2024
Q3 		$145K Hold
280
– – 0.01% 226
2024
Q2 		$125K Hold
280
– – 0.01% 247
2024
Q1 		$119K Hold
280
– – 0.01% 254
2023
Q4 		$123K Hold
280
– – 0.01% 245
2023
Q3 		$102K Sell
280
-15
-5% -$5.9K 0.02% 244
2023
Q2 		$118K Hold
295
– – 0.02% 235
2023
Q1 		$102K Hold
295
– – 0.02% 259
2022
Q4 		$99K Buy
295
+15
+5% +$4.94K 0.02% 262
2022
Q3 		$85K Buy
+280
New +$100K 0.01% 283
2022
Q1 		– Sell
-13
Closed -$6K – 609
2021
Q4 		$6K Buy
+13
New +$5.95K ﹤0.01% 306
2021
Q1 		– Sell
-216
Closed -$71K – 524
2020
Q4 		$71K Buy
+216
New +$72.9K 0.01% 204
2017
Q4 		– Sell
-160
Closed -$25K – 438
2017
Q3 		$25K Buy
+160
New +$24.3K 0.01% 281

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Tompkins Financial's SPGI Position: Q3 2026 in Review

Tompkins Financial held its S&P Global (SPGI) position steady in Q3 2026 at 115 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Tompkins Financial first reported a position in SPGI in Q3 2017 and has held it in 20 quarters since. The position peaked at $209K in Q4 2025. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Tompkins Financial held 115 shares of S&P Global worth $45.4K as of Q3 2026.
  • Tompkins Financial left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #349 holding.
  • Tompkins Financial first reported a position in S&P Global in Q3 2017 and has held it in 20 quarters since.
  • Tompkins Financial's S&P Global position peaked at $209K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

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