Tompkins Financial Corporation
US ˙ NYSEAM ˙ US8901101092

SecurityTMP / Tompkins Financial Corporation
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership364 shares
Latest Disclosed Value $ 28,696
Advisor Group Holdings, Inc. reports 538.60% increase in ownership of TMP / Tompkins Financial Corporation

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 364 shares of Tompkins Financial Corporation (US:TMP) valued at $28,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 57 shares of Tompkins Financial Corporation. This represents a change in shares of 538.60% during the quarter. The current value of the position is $30,394 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F TOMPKINS FINL COM 890110109 364 307 538.60 29 600.00 0.0000
2026-02-17 2025-12-31 13F TOMPKINS FINL COM 890110109 57 33 137.50 4 300.00 0.0000
2025-11-14 2025-09-30 13F TOMPKINS FINL COM 890110109 24 -13 -35.14 2 -50.00 0.0000
2025-09-04 2025-06-30 13F/A-1 TOMPKINS FINL COM 890110109 37 -1,198 -97.00 2 -97.40 0.0000
2025-08-13 2025-06-30 13F TOMPKINS FINL COM 890110109 1,272 37 86 0.0001
2025-05-12 2025-03-31 13F TOMPKINS FINL COM 890110109 1,235 0 0.00 78 -7.23 0.0002
2025-06-06 2024-12-31 13F/A-1 TOMPKINS FINL COM 890110109 1,235 35 2.92 84 20.29 0.0002
2024-11-13 2024-09-30 13F TOMPKINS FINL COM 890110109 1,200 0 0.00 69 18.97 0.0002
2024-08-13 2024-06-30 13F TOMPKINS FINL COM 890110109 1,200 -2,945 -71.05 59 -72.12 0.0001
2024-05-10 2024-03-31 13F TOMPKINS FINL COM 890110109 4,145 -439 -9.58 208 -24.64 0.0005
2024-02-12 2023-12-31 13F TOMPKINS FINL COM 890110109 4,584 1,114 32.10 276 63.31 0.0005
2023-11-13 2023-09-30 13F TOMPKINS FINL COM 890110109 3,470 -233 -6.29 170 -17.96 0.0003
2023-08-21 2023-06-30 13F/A-1 TOMPKINS FINL COM 890110109 3,703 100 2.78 206 -13.45 0.0004
2023-08-10 2023-06-30 13F TOMPKINS FINL COM 890110109 3,703 100 206 0.0001
2023-05-12 2023-03-31 13F TOMPKINS FINL COM 890110109 3,603 0 0.00 239 -14.70 0.0004
2023-02-10 2022-12-31 13F TOMPKINS FINL COM 890110109 3,603 1,200 49.94 279 59.43 0.0006
2022-11-14 2022-09-30 13F TOMPKINS FINL COM 890110109 2,403 0 0.00 175 0.57 0.0004
2022-08-10 2022-06-30 13F TOMPKINS FINL COM 890110109 2,403 0 0.00 174 -7.45 0.0004
2022-05-04 2022-03-31 13F TOMPKINS FINL COM 890110109 2,403 0 0.00 188 -6.47 0.0004
2022-02-03 2021-12-31 13F TOMPKINS FINL COM 890110109 2,403 -100 -4.00 201 -0.99 0.0004
2021-11-05 2021-09-30 13F TOMPKINS FINL COM 890110109 2,503 2,345 1,484.18 203 1,591.67 0.0004
2021-08-02 2021-06-30 13F TOMPKINS FINL COM 890110109 158 0 0.00 12 -7.69 0.0000
2021-05-13 2021-03-31 13F TOMPKINS FINL COM 890110109 158 -494 -75.77 13 -71.74 0.0000
2021-02-10 2020-12-31 13F TOMPKINS FINL COM 890110109 652 -242 -27.07 46 -8.00 0.0001
2020-11-12 2020-09-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 894 503 128.64 50 100.00 0.0001
2020-08-14 2020-06-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 391 -753 -65.82 25 -69.88 0.0001
2020-05-18 2020-03-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 1,144 1,144 83 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.