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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tompkins Financial's SPGI Position: Q2 2026 in Review

Tompkins Financial held its S&P Global (SPGI) position steady in Q2 2026 at 115 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Tompkins Financial first reported a position in SPGI in Q3 2017 and has held it in 19 quarters since. The position peaked at $209K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Tompkins Financial held 115 shares of S&P Global worth $46.8K as of Q2 2026.
Tompkins Financial left its S&P Global share count unchanged in Q2 2026.
S&P Global made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #342 holding.
Tompkins Financial first reported a position in S&P Global in Q3 2017 and has held it in 19 quarters since.
Tompkins Financial's S&P Global position peaked at $209K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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