Tompkins Financial’s Valvoline VVV Stock Holding History

Tompkins Financial’s Portfolio VVV Stock Details VVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,444	Closed	-$318K	–	599
2026 Q1	$318K	Hold	9,444	–	–	0.03%	156
2025 Q4	$274K	Hold	9,444	–	–	0.02%	164
2025 Q3	$339K	Hold	9,444	–	–	0.03%	150
2025 Q2	$358K	Hold	9,444	–	–	0.03%	141
2025 Q1	$329K	Hold	9,444	–	–	0.03%	147
2024 Q4	$342K	Hold	9,444	–	–	0.03%	143
2024 Q3	$395K	Hold	9,444	–	–	0.04%	135
2024 Q2	$408K	Hold	9,444	–	–	0.04%	142
2024 Q1	$421K	Hold	9,444	–	–	0.05%	145
2023 Q4	$355K	Hold	9,444	–	–	0.04%	152
2023 Q3	$304K	Hold	9,444	–	–	0.05%	142
2023 Q2	$354K	Hold	9,444	–	–	0.06%	135
2023 Q1	$330K	Hold	9,444	–	–	0.05%	139
2022 Q4	$308K	Hold	9,444	–	–	0.05%	143
2022 Q3	$239K	Hold	9,444	–	–	0.04%	157
2022 Q2	$272K	Hold	9,444	–	–	0.04%	156
2022 Q1	$298K	Buy	+9,444	New	+$308K	0.04%	159
2018 Q1	–	Sell	-1,548	Closed	-$39K	–	443
2017 Q4	$39K	Hold	1,548	–	–	0.01%	240
2017 Q3	$36K	Hold	1,548	–	–	0.01%	246
2017 Q2	$37K	Buy	+1,548	New	+$35.9K	0.01%	242

Other funds holding VVV

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder

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

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return