Tompkins Financial’s Veralto VLTO Stock Holding History

Tompkins Financial’s Portfolio VLTO Stock Details VLTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.5K	Hold	400	–	–	﹤0.01%	362
2026 Q1	$35.4K	Sell	400 -20	-5%	-$1.9K	﹤0.01%	346
2025 Q4	$41.9K	Buy	420 +20	+5%	+$2.02K	﹤0.01%	326
2025 Q3	$42.6K	Hold	400	–	–	﹤0.01%	335
2025 Q2	$40.4K	Sell	400 -10	-2%	-$965	﹤0.01%	338
2025 Q1	$40K	Sell	410 -11	-3%	-$1.1K	﹤0.01%	346
2024 Q4	$42.9K	Hold	421	–	–	﹤0.01%	338
2024 Q3	$47.1K	Hold	421	–	–	﹤0.01%	342
2024 Q2	$40.2K	Buy	421 +4	+1%	+$383	﹤0.01%	365
2024 Q1	$37K	Sell	417 -54	-11%	-$4.48K	﹤0.01%	383
2023 Q4	$38.7K	Buy	+471	New	+$35.2K	﹤0.01%	370

Other funds holding VLTO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return