Tompkins Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $140K | Buy |
407
+202
| +99% | +$64.9K | 0.01% | 238 |
|
|
2026
Q1 | $62K | Sell |
205
-25
| -11% | -$8.04K | ﹤0.01% | 302 |
|
|
2025
Q4 | $80.7K | Sell |
230
-21
| -8% | -$7.16K | 0.01% | 269 |
|
|
2025
Q3 | $85.7K | Hold |
251
| – | – | 0.01% | 267 |
|
|
2025
Q2 | $89.1K | Buy |
251
+13
| +5% | +$4.53K | 0.01% | 258 |
|
|
2025
Q1 | $83.4K | Buy |
238
+39
| +20% | +$13.2K | 0.01% | 277 |
|
|
2024
Q4 | $62.9K | Hold |
199
| – | – | 0.01% | 299 |
|
|
2024
Q3 | $54.7K | Sell |
199
-505
| -72% | -$137K | 0.01% | 322 |
|
|
2024
Q2 | $185K | Sell |
704
-229
| -25% | -$62.8K | 0.02% | 207 |
|
|
2024
Q1 | $260K | Sell |
933
-185
| -17% | -$51.1K | 0.03% | 173 |
|
|
2023
Q4 | $291K | Buy |
1,118
+175
| +19% | +$43.1K | 0.04% | 158 |
|
|
2023
Q3 | $217K | Hold |
943
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $224K | Sell |
943
-625
| -40% | -$143K | 0.04% | 166 |
|
|
2023
Q1 | $354K | Sell |
1,568
-59
| -4% | -$13.1K | 0.06% | 133 |
|
|
2022
Q4 | $338K | Sell |
1,627
-98
| -6% | -$19.8K | 0.05% | 140 |
|
|
2022
Q3 | $306K | Hold |
1,725
| – | – | 0.05% | 143 |
|
|
2022
Q2 | $340K | Hold |
1,725
| – | – | 0.05% | 137 |
|
|
2022
Q1 | $383K | Buy |
1,725
+35
| +2% | +$7.57K | 0.05% | 142 |
|
|
2021
Q4 | $366K | Sell |
1,690
-426
| -20% | -$91.5K | 0.06% | 111 |
|
|
2021
Q3 | $471K | Buy |
+2,116
| New | +$496K | 0.09% | 95 |
|
|
2021
Q1 | $501K | Hold |
2,367
| – | – | 0.08% | 96 |
|
|
2020
Q4 | $518K | Sell |
2,367
-636
| -21% | -$130K | 0.09% | 95 |
|
|
2020
Q3 | $601K | Sell |
3,003
-122
| -4% | -$24.4K | 0.12% | 96 |
|
|
2020
Q2 | $603K | Buy |
3,125
+35
| +1% | +$6.39K | 0.13% | 94 |
|
|
2020
Q1 | $498K | Buy |
3,090
+63
| +2% | +$11.9K | 0.11% | 99 |
|
|
2019
Q4 | $569K | Buy |
3,027
+1,110
| +58% | +$200K | 0.1% | 109 |
|
|
2019
Q3 | $330K | Hold |
1,917
| – | – | 0.07% | 132 |
|
|
2019
Q2 | $332K | Sell |
1,917
-45
| -2% | -$7.37K | 0.07% | 131 |
|
|
2019
Q1 | $307K | Hold |
1,962
| – | – | 0.06% | 141 |
|
|
2018
Q4 | $259K | Hold |
1,962
| – | – | 0.06% | 147 |
|
|
2018
Q3 | $294K | Buy |
1,962
+60
| +3% | +$8.53K | 0.06% | 150 |
|
|
2018
Q2 | $252K | Sell |
1,902
-40
| -2% | -$5.15K | 0.05% | 156 |
|
|
2018
Q1 | $232K | Buy |
1,942
+11
| +0.6% | +$1.33K | 0.05% | 166 |
|
|
2017
Q4 | $220K | Sell |
1,931
-60
| -3% | -$6.63K | 0.05% | 157 |
|
|
2017
Q3 | $210K | Buy |
1,991
+291
| +17% | +$29.5K | 0.05% | 157 |
|
|
2017
Q2 | $159K | Hold |
1,700
| – | – | 0.04% | 166 |
|
|
2017
Q1 | $151K | Hold |
1,700
| – | – | 0.04% | 163 |
|
|
2016
Q4 | $133K | Hold |
1,700
| – | – | 0.03% | 154 |
|
|
2016
Q3 | $141K | Sell |
1,700
-856
| -33% | -$68.5K | 0.04% | 154 |
|
|
2016
Q2 | $190K | Hold |
2,556
| – | – | 0.06% | 158 |
|
|
2016
Q1 | $195K | Sell |
2,556
-1,701
| -40% | -$124K | 0.06% | 149 |
|
|
2015
Q4 | $330K | Sell |
4,257
-595
| -12% | -$46.1K | 0.11% | 135 |
|
|
2015
Q3 | $338K | Hold |
4,852
| – | – | 0.11% | 129 |
|
|
2015
Q2 | $326K | Sell |
4,852
-64
| -1% | -$4.34K | 0.09% | 139 |
|
|
2015
Q1 | $321K | Buy |
4,916
+572
| +13% | +$37.8K | 0.08% | 139 |
|
|
2014
Q4 | $285K | Buy |
4,344
+628
| +17% | +$37.8K | 0.07% | 145 |
|
|
2014
Q3 | $198K | Sell |
3,716
-752
| -17% | -$40.4K | 0.05% | 157 |
|
|
2014
Q2 | $235K | Buy |
4,468
+520
| +13% | +$27.2K | 0.06% | 149 |
|
|
2014
Q1 | $213K | Buy |
3,948
+1,752
| +80% | +$97.4K | 0.05% | 152 |
|
|
2013
Q4 | $123K | Sell |
2,196
-1,656
| -43% | -$83.5K | 0.03% | 178 |
|
|
2013
Q3 | $184K | Buy |
3,852
+200
| +5% | +$9.24K | 0.05% | 156 |
|
|
2013
Q2 | $166K | Buy |
+3,652
| New | +$160K | 0.05% | 158 |
|
Other funds holding V
WT
FWIA
CRM
CAM
CF
UBP
Tompkins Financial's V Position: Q2 2026 in Review
Tompkins Financial increased its Visa (V) stake by 99% in Q2 2026, buying an estimated $64.9K and bringing the position to 407 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #238.
Tompkins Financial first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $603K in Q2 2020. 805 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Tompkins Financial held 407 shares of Visa worth $140K as of Q2 2026.
- Tompkins Financial bought 202 Visa shares in Q2 2026, an estimated $64.9K.
- Visa made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #238 holding.
- Tompkins Financial first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
- Tompkins Financial's Visa position peaked at $603K in Q2 2020.
- 805 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.