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Tompkins Financial Corporation shares owned by Waldron

Quarter-by-quarter ownership of Tompkins Financial Corporation (TMP) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in Tompkins Financial Corporation

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Quarterly reported holdings in Tompkins Financial Corporation by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $648k 11k 60.19
2023-09-30 $527k 11k 48.95
2023-03-31 $712k 11k 66.13
2022-12-31 $781k 11k 72.54
2022-09-30 $781k 11k 72.54
2022-06-30 $776k 11k 72.08
2022-03-31 $842k 11k 78.21
2021-12-31 $899k 11k 83.50
2021-09-30 $871k 11k 80.90
2021-06-30 $835k 11k 77.56

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

Top funds holding Tompkins Financial Corporation

Vanguard Group
Tompkins Financial Corp
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Cornell Pochily Investment Advisors
Principal Financial Group
State of New Jersey Common Pension Fund D
Bank of America Corporation
Rhumbline Advisers
UBS Group
Wealth Enhancement Advisory Services
Goldman Sachs Group
Legal & General Group
Coombe, Bender & Co

View all funds holding Tompkins Financial Corporation