13F Filings History of TOMPKINS FINANCIAL CORP

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$1,285,970,783
Signature - Title
Lisa Donnelly - Trust Operations Manager
Location
Ithaca, NY
Summary
This page shows a list of all the recent 13F filings made by TOMPKINS FINANCIAL CORP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TOMPKINS FINANCIAL CORP reported 636 stock holdings with total value $1,285,970,783 as of Q4 2025. Top holdings included IWL, VTHR, TMP, MSFT, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 636 $1,285,970,783 +$82,285,094 -$19,736,181 +$62,548,913 IWL, VTHR, TMP, MSFT, AAPL 13F-HR 08 Jan 2026, 16:14
Q3 2025 543 $1,195,828,457 +$78,745,406 -$35,880,302 +$42,865,104 IWL, VTHR, TMP, MSFT, NVDA 13F-HR 08 Oct 2025, 08:52
Q2 2025 543 $1,087,857,017 +$27,853,868 -$47,820,590 -$19,966,722 IWL, TMP, VTHR, MSFT, NVDA 13F-HR 10 Jul 2025, 09:13
Q1 2025 565 $1,045,095,822 +$91,447,742 -$98,728,437 -$7,280,695 IWL, TMP, AAPL, MSFT, VTHR 13F-HR 07 Apr 2025, 16:23
Q4 2024 529 $1,075,220,438 +$51,886,009 -$28,311,411 +$23,574,598 IWL, TMP, AAPL, MSFT, NVDA 13F-HR 15 Jan 2025, 08:24
Q3 2024 580 $1,043,306,291 +$53,743,978 -$29,130,849 +$24,613,129 IWL, TMP, AAPL, MSFT, MOAT 13F-HR 01 Nov 2024, 15:40
Q2 2024 588 $954,909,384 +$91,328,742 -$20,969,834 +$70,358,908 IWL, TMP, MSFT, AAPL, NVDA 13F-HR 17 Jul 2024, 10:55
Q1 2024 630 $884,260,910 +$57,226,256 -$22,410,721 +$34,815,535 IWL, TMP, MSFT, AAPL, MOAT 13F-HR 08 Apr 2024, 15:18
Q4 2023 650 $825,588,850 +$134,751,976 -$8,802,231 +$125,949,745 IWL, TMP, MSFT, AAPL, MOAT 13F-HR 08 Jan 2024, 09:21
Q3 2023 585 $635,150,855 +$38,999,995 -$14,829,170 +$24,170,825 TMP, AAPL, MSFT, IWL, LLY 13F-HR 20 Nov 2023, 18:12
Q2 2023 604 $638,584,944 +$28,182,972 -$28,486,661 -$303,689 TMP, AAPL, MSFT, IWL, LLY 13F-HR 12 Jul 2023, 15:08
Q1 2023 631 $614,402,948 +$5,356,168 -$32,926,086 -$27,569,918 TMP, AAPL, MSFT, IJH, VEA 13F-HR 20 Apr 2023, 09:11
Q4 2022 610 $632,787,000 +$4,791,220 -$19,536,599 -$14,745,379 TMP, MSFT, AAPL, XSOE, XOM 13F-HR 06 Jan 2023, 13:49
Q3 2022 598 $592,579,000 +$16,234,833 -$7,622,872 +$8,611,961 TMP, AAPL, MSFT, XSOE, LLY 13F-HR 13 Oct 2022, 09:28
Q2 2022 582 $622,171,000 +$21,354,705 -$16,202,396 +$5,152,309 TMP, MSFT, AAPL, XSOE, LLY 13F-HR 14 Jul 2022, 14:53
Q1 2022 603 $709,326,000 +$183,749,433 -$6,437,445 +$177,311,988 TMP, AAPL, MSFT, XSOE, IJH 13F-HR 12 May 2022, 10:34
Q4 2021 346 $563,624,000 +$10,919,137 -$41,866,082 -$30,946,945 AAPL, MSFT, XSOE, TMP, IJH 13F-HR 24 Jan 2022, 16:01
Q3 2021 380 $547,033,000 +$13,767,007 -$90,090,670 -$76,323,663 AAPL, MSFT, XSOE, VOO, TMP 13F-HR 22 Oct 2021, 14:46
Q1 2021 417 $590,675,000 +$14,841,765 -$8,307,030 +$6,534,735 TMP, RWL, AAPL, XSOE, USMV 13F-HR 09 Jun 2021, 10:47
Q4 2020 537 $555,877,000 +$40,204,656 -$61,970,302 -$21,765,646 AAPL, TMP, RWL, XSOE, USMV Restatement 12 Feb 2021, 16:53
Q3 2020 382 $519,995,000 +$36,882,991 -$4,909,317 +$31,973,674 AAPL, TMP, RWL, USMV, MSFT 13F-HR 23 Oct 2020, 09:25
Q2 2020 371 $476,015,000 +$22,509,036 -$50,359,707 -$27,850,671 TMP, AAPL, MSFT, RWL, USMV 13F-HR 29 Jul 2020, 17:19
Q1 2020 409 $433,308,000 +$9,041,381 -$17,632,876 -$8,591,495 TMP, GSIE, USMV, RWL, AAPL 13F-HR 22 Apr 2020, 09:58
Q4 2019 400 $545,727,000 +$26,782,545 -$7,683,181 +$19,099,364 TMP, GSIE, RWL, USMV, AAPL Restatement 22 Jan 2020, 15:35
Q3 2019 347 $492,140,000 +$10,959,875 -$20,029,479 -$9,069,604 TMP, GSIE, USMV, RWL, VOOG 13F-HR 17 Oct 2019, 16:01
Q2 2019 352 $497,298,000 +$69,211,988 -$113,674,453 -$44,462,465 TMP, GSIE, RWL, USMV, VOOG 13F-HR 17 Jul 2019, 13:26
Q1 2019 395 $526,402,000 +$62,910,930 -$36,627,142 +$26,283,788 EFAV, TMP, BND, RWL, USMV Restatement 30 Apr 2019, 08:58
Q4 2018 402 $452,845,000 +$31,641,424 -$8,898,971 +$22,742,453 TMP, EFAV, VGK, VTIP, RWL 13F-HR 22 Jan 2019, 10:26
Q3 2018 421 $487,593,000 +$7,933,234 -$8,331,574 -$398,340 TMP, EFAV, VGK, RWL, VOOG 13F-HR 18 Oct 2018, 09:30
Q2 2018 420 $463,991,000 +$36,691,586 -$27,086,936 +$9,604,650 TMP, EFAV, VGK, RWL, VOOG 13F-HR 18 Jul 2018, 12:43
Q1 2018 418 $446,417,000 +$49,954,187 -$31,633,476 +$18,320,711 TMP, EFAV, VGK, RWL, VOOG 13F-HR 26 Apr 2018, 09:15
Q4 2017 385 $436,303,000 +$10,814,692 -$13,389,169 -$2,574,477 TMP, VOOG, EFAV, VGK, USMV 13F-HR 24 Jan 2018, 13:50
Q3 2017 415 $422,278,000 +$17,542,165 -$9,662,049 +$7,880,116 TMP, VOOG, EFAV, VGK, USMV 13F-HR 17 Oct 2017, 15:38
Q2 2017 369 $397,346,000 +$23,439,133 -$25,539,225 -$2,100,092 TMP, VOOG, EFAV, VGK, USMV 13F-HR 11 Jul 2017, 13:40
Q1 2017 359 $394,235,000 +$31,480,469 -$29,093,544 +$2,386,925 TMP, VOOG, EFAV, HEDJ, USMV Restatement 17 Apr 2017, 12:25
Q4 2016 373 $381,787,000 +$29,159,619 -$11,443,723 +$17,715,896 TMP, EFAV, HEDJ, USMV, IJH 13F-HR 10 Jan 2017, 17:38
Q3 2016 381 $349,041,000 +$44,466,874 -$43,188,383 +$1,278,491 TMP, EFAV, USMV, HEDJ, FV 13F-HR 13 Oct 2016, 16:05
Q2 2016 524 $338,024,000 +$29,121,793 -$15,598,152 +$13,523,641 TMP, EFAV, USMV, HEDJ, FV 13F-HR 13 Jul 2016, 09:58
Q1 2016 484 $316,438,000 +$16,550,332 -$21,289,524 -$4,739,192 TMP, USMV, HEDJ, IJH, FV 13F-HR 20 Apr 2016, 11:08
Q4 2015 508 $313,956,000 +$15,852,397 -$25,055,771 -$9,203,374 TMP, USMV, HEDJ, FV, IJH 13F-HR 19 Jan 2016, 10:49
Q3 2015 498 $309,350,000 +$12,282,107 -$49,533,554 -$37,251,447 TMP, HEDJ, USMV, FV, IJH 13F-HR 16 Oct 2015, 16:54
Q2 2015 499 $367,955,000 +$37,897,514 -$62,334,925 -$24,437,411 AGG, HEDJ, TMP, USMV, FV 13F-HR 14 Jul 2015, 15:44
Q1 2015 525 $399,346,000 +$55,469,382 -$63,738,837 -$8,269,455 AGG, HEDJ, TMP, IVW, DGS Restatement 21 Apr 2015, 09:28
Q4 2014 472 $400,963,000 $0 $0 $0 AGG, VEA, TMP, DGS, IVW New Holdings 15 Jan 2015, 14:54
Q4 2014 751 $405,100,644 $0 $0 $0 AGG, VEA, TMP, DGS, IVW 13F-HR 13 Jan 2015, 14:24
Q3 2014 478 $381,786,000 +$5,942,393 -$20,726,517 -$14,784,124 AGG, VEA, TMP, DGS, DEM 13F-HR 10 Oct 2014, 09:35
Q2 2014 526 $404,497,000 +$16,360,740 -$14,310,828 +$2,049,912 AGG, VEA, TMP, IVW, DGS 13F-HR 10 Jul 2014, 20:42
Q1 2014 512 $395,102,000 +$23,134,382 -$16,471,211 +$6,663,171 AGG, VEA, TMP, DGS, DEM 13F-HR 10 Apr 2014, 12:52
Q4 2013 521 $386,131,000 $0 $0 $0 VEA, AGG, TMP, DEM, SPLV 13F-HR 08 Jan 2014, 09:17