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Tompkins Financial Corporation shares owned by Heritage Investment Group

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

Historical chart of Heritage Investment Group investment in Tompkins Financial Corporation

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All positions including Tompkins Financial Corporation held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tompkins Financial Corporation by Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 3.6k 66.21
2025-06-30 $228k 3.6k 62.73
2025-03-31 $229k 3.6k 62.98

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Heritage Investment Group

Top funds holding Tompkins Financial Corporation

BlackRock
Vanguard Group
State Street Corporation
Tompkins Financial Corp
Dimensional Fund Advisors
Geode Capital Management
American Century Companies
Morgan Stanley
Northern Trust
Bank of New York Mellon
Cornell Pochily Investment Advisors
Charles Schwab Investment Management
Hotchkis and Wiley Capital Management
ProShare Advisors
Invesco

View all funds holding Tompkins Financial Corporation