TF
XYZ

Tompkins Financial’s Block Inc XYZ Stock Holding History

Tompkins Financial’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15
Closed -$1.08K – 664
2025
Q3 		$1.08K Hold
15
– – ﹤0.01% 520
2025
Q2 		$1.02K Hold
15
– – ﹤0.01% 520
2025
Q1 		$815 Hold
15
– – ﹤0.01% 542
2024
Q4 		$1.27K Hold
15
– – ﹤0.01% 500
2024
Q3 		$1.01K Hold
15
– – ﹤0.01% 550
2024
Q2 		$967 Hold
15
– – ﹤0.01% 560
2024
Q1 		$1.27K Sell
15
-20
-57% -$1.45K ﹤0.01% 589
2023
Q4 		$2.71K Hold
35
– – ﹤0.01% 578
2023
Q3 		$1.55K Hold
35
– – ﹤0.01% 546
2023
Q2 		$2.33K Hold
35
– – ﹤0.01% 558
2023
Q1 		$2.4K Hold
35
– – ﹤0.01% 578
2022
Q4 		$2K Hold
35
– – ﹤0.01% 582
2022
Q3 		$2K Hold
35
– – ﹤0.01% 570
2022
Q2 		$2K Buy
35
+10
+40% +$914 ﹤0.01% 554
2022
Q1 		$3K Buy
+25
New +$3.03K ﹤0.01% 558

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Tompkins Financial's XYZ Position: Q4 2025 in Review

Tompkins Financial sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 15 shares — an estimated $1.08K sold.

Tompkins Financial first reported a position in XYZ in Q1 2022 and held it in 15 quarters. The position peaked at $3K in Q1 2022. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Tompkins Financial reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Tompkins Financial sold 15 Block Inc shares in Q4 2025, an estimated $1.08K.
  • Tompkins Financial first reported a position in Block Inc in Q1 2022 and held it in 15 quarters.
  • Tompkins Financial's Block Inc position peaked at $3K in Q1 2022.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

Based on Tompkins Financial's 13F filing for Q4 2025, filed 8 Jan 2026.