Tompkins Financial’s Unilever UL Stock Holding History

Tompkins Financial’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27K	Buy	+444	New	+$27.9K	﹤0.01%	385
2025 Q2	–	Sell	-89	Closed	-$5.96K	–	575
2025 Q1	$5.96K	Hold	89	–	–	﹤0.01%	478
2024 Q4	$5.67K	Hold	89	–	–	﹤0.01%	462
2024 Q3	$6.5K	Hold	89	–	–	﹤0.01%	503
2024 Q2	$5.5K	Hold	89	–	–	﹤0.01%	515
2024 Q1	$5.02K	Hold	89	–	–	﹤0.01%	547
2023 Q4	$4.85K	Hold	89	–	–	﹤0.01%	549
2023 Q3	$4.94K	Hold	89	–	–	﹤0.01%	511
2023 Q2	$5.21K	Hold	89	–	–	﹤0.01%	515
2023 Q1	$5.19K	Hold	89	–	–	﹤0.01%	529
2022 Q4	$5K	Hold	89	–	–	﹤0.01%	529
2022 Q3	$4K	Hold	89	–	–	﹤0.01%	536
2022 Q2	$5K	Hold	89	–	–	﹤0.01%	510
2022 Q1	$5K	Hold	89	–	–	﹤0.01%	530
2021 Q4	$5K	Hold	89	–	–	﹤0.01%	310
2021 Q3	$5K	Buy	+89	New	+$5.67K	﹤0.01%	354
2021 Q1	$6K	Sell	89 -45	-34%	-$2.87K	﹤0.01%	387
2020 Q4	$9K	Buy	134 +45	+51%	+$3.05K	﹤0.01%	372
2020 Q3	$6K	Hold	89	–	–	﹤0.01%	357
2020 Q2	$5K	Hold	89	–	–	﹤0.01%	349
2020 Q1	$5K	Buy	+89	New	+$5.58K	﹤0.01%	355
2019 Q2	–	Sell	-267	Closed	-$17K	–	402
2019 Q1	$17K	Hold	267	–	–	﹤0.01%	323
2018 Q4	$16K	Hold	267	–	–	﹤0.01%	312
2018 Q3	$16K	Sell	267 -73	-21%	-$4.6K	﹤0.01%	338
2018 Q2	$21K	Buy	340 +73	+27%	+$4.54K	﹤0.01%	337
2018 Q1	$17K	Hold	267	–	–	﹤0.01%	334
2017 Q4	$17K	Hold	267	–	–	﹤0.01%	301
2017 Q3	$17K	Hold	267	–	–	﹤0.01%	311
2017 Q2	$16K	Hold	267	–	–	﹤0.01%	296
2017 Q1	$15K	Hold	267	–	–	﹤0.01%	295
2016 Q4	$12K	Hold	267	–	–	﹤0.01%	311
2016 Q3	$14K	Buy	+267	New	+$14.1K	﹤0.01%	303

Other funds holding UL

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

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

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Tompkins Financial's UL Position: Q3 2026 in Review

Tompkins Financial opened a new position in Unilever (UL) in Q3 2026: 444 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Tompkins Financial previously reported a position in UL as recently as Q1 2025.

Tompkins Financial first reported a position in UL in Q3 2016 and has held it in 32 quarters since. 65 funds tracked by Wall St. Rank hold UL as of Q3 2026.

Tompkins Financial held 444 shares of Unilever worth $27K as of Q3 2026.
Unilever was a new Tompkins Financial position in Q3 2026.
Unilever made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #385 holding.
Tompkins Financial first reported a position in Unilever in Q3 2016 and has held it in 32 quarters since.
65 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

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