13F Filings History of TOMPKINS FINANCIAL CORP

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • TOMPKINS FINANCIAL CORP Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • TOMPKINS FINANCIAL CORP reported 548 equity holdings with a total reported market value of $1,428,503,912 for Q2 2026. Top reported holdings included TMP, VTHR, IWL, ACWX, and AAPL.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Lisa Donnelly - Trust Operations Manager
Manager location
Ithaca, NY

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$1,428,503,912
Quarter delta
+$172,819,123
Accepted
15 Jul 2026, 16:16
Rows shown
1-25 of 51
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 548 $1,428,503,912 +$101,654,734 -$58,717,204 +$42,937,530 TMP, VTHR, IWL, ACWX, AAPL 13F-HR 15 Jul 2026, 16:16
Q1 2026 565 $1,255,684,789 +$60,245,414 -$63,975,533 -$3,730,119 TMP, VTHR, IWL, ACWX, AAPL 13F-HR 09 Apr 2026, 08:50
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
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