TF
SUM

Tompkins Financial’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Tompkins Financial’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,016
Closed -$51.4K – 589
2024
Q4 		$51.4K Hold
1,016
– – ﹤0.01% 321
2024
Q3 		$39.7K Hold
1,016
– – ﹤0.01% 362
2024
Q2 		$37.2K Hold
1,016
– – ﹤0.01% 379
2024
Q1 		$45.3K Hold
1,016
– – 0.01% 362
2023
Q4 		$39.1K Hold
1,016
– – ﹤0.01% 368
2023
Q3 		$31.6K Hold
1,016
– – 0.01% 363
2023
Q2 		$38.5K Hold
1,016
– – 0.01% 352
2023
Q1 		$28.9K Sell
1,016
-1
-0.1% -$30 ﹤0.01% 388
2022
Q4 		$29K Hold
1,017
– – ﹤0.01% 391
2022
Q3 		$24K Hold
1,017
– – ﹤0.01% 401
2022
Q2 		$23K Buy
+1,017
New +$27K ﹤0.01% 399

Other funds holding SUM

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PS
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DekaBank Deutsche Girozentrale
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WAM
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IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
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