Tompkins Financial Corporation
US ˙ NYSEAM ˙ US8901101092

SecurityTMP / Tompkins Financial Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership587,466 shares
Latest Disclosed Value $ 46,314,374
Dimensional Fund Advisors Lp reports 1.30% decrease in ownership of TMP / Tompkins Financial Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 587,466 shares of Tompkins Financial Corporation (US:TMP) valued at $46,315,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 595,174 shares of Tompkins Financial Corporation. This represents a change in shares of -1.30% during the quarter. The current value of the position is $49,053,411 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)
2026-05-07 2026-03-31 13F TOMPKINS FINL COM 890110109 587,466 -7,708 -1.30 46,314 7.30 0.0021
2026-02-12 2025-12-31 13F TOMPKINS FINL COM 890110109 595,174 -4,299 -0.72 43,162 8.75 0.0091
2025-11-12 2025-09-30 13F TOMPKINS FINL COM 890110109 599,473 -685 -0.11 39,691 5.42 0.0085
2025-08-12 2025-06-30 13F TOMPKINS FINL COM 890110109 600,158 8,647 1.46 37,649 1.07 0.0087
2025-05-13 2025-03-31 13F TOMPKINS FINL COM 890110109 591,511 -6,091 -1.02 37,253 -8.10 0.0093
2025-02-13 2024-12-31 13F TOMPKINS FINL COM 890110109 597,602 -1,175 -0.20 40,536 17.14 0.0097
2024-11-07 2024-09-30 13F TOMPKINS FINL COM 890110109 598,777 27,356 4.79 34,603 23.85 0.0084
2024-08-09 2024-06-30 13F TOMPKINS FINL COM 890110109 571,421 34,752 6.48 27,941 3.52 0.0073
2024-05-10 2024-03-31 13F TOMPKINS FINL COM 890110109 536,669 5,743 1.08 26,989 -15.60 0.0073
2024-02-07 2023-12-31 13F TOMPKINS FINL COM 890110109 530,926 22,252 4.37 31,978 28.33 0.0093
2023-11-09 2023-09-30 13F TOMPKINS FINL COM 890110109 508,674 18,891 3.86 24,920 -8.66 0.0082
2023-08-09 2023-06-30 13F TOMPKINS FINL COM 890110109 489,783 9,221 1.92 27,282 -14.26 0.0087
2023-05-12 2023-03-31 13F TOMPKINS FINL COM 890110109 480,562 14,449 3.10 31,818 88,280.56 0.0107
2023-02-09 2022-12-31 13F TOMPKINS FINL COM 890110109 466,113 886 0.19 36 -99.89 0.0107
2022-11-10 2022-09-30 13F TOMPKINS FINL COM 890110109 465,227 -868 -0.19 33,786 0.54 0.0130
2022-08-12 2022-06-30 13F TOMPKINS FINL COM 890110109 466,095 9,444 2.07 33,604 -5.98 0.0121
2022-05-13 2022-03-31 13F TOMPKINS FINL COM 890110109 456,651 2,395 0.53 35,742 -5.86 0.0110
2022-02-09 2021-12-31 13F TOMPKINS FINL COM 890110109 454,256 -8,885 -1.92 37,966 1.32 0.0115
2021-11-12 2021-09-30 13F TOMPKINS FINL COM 890110109 463,141 -20,196 -4.18 37,473 -0.04 0.0121
2021-08-12 2021-06-30 13F TOMPKINS FINL COM 890110109 483,337 -3,100 -0.64 37,488 -6.82 0.0119
2021-05-14 2021-03-31 13F TOMPKINS FINL COM 890110109 486,437 -19,482 -3.85 40,230 12.63 0.0133
2021-03-08 2020-12-31 13F/A-2 TOMPKINS FINL COM 890110109 505,919 -13,540 -2.61 35,718 21.04 0.0129
2021-02-11 2020-12-31 13F TOMPKINS FINL COM 890110109 505,919 -13,540 35,718 12,899.4431
2020-11-12 2020-09-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 519,459 917 0.18 29,510 -12.13 0.0125
2020-08-13 2020-06-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 518,542 -3,613 -0.69 33,584 -10.42 0.0148
2020-05-14 2020-03-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 522,155 -11,097 -2.08 37,489 -23.17 0.0195
2020-02-14 2019-12-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 533,252 -25,750 -4.61 48,792 7.59 0.0178
2019-11-12 2019-09-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 559,002 -2,200 -0.39 45,352 -0.97 0.0176
2019-08-13 2019-06-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 561,202 -1,335 -0.24 45,796 7.02 0.0178
2019-08-12 2019-03-31 13F/A-2 TOMPKINS FINANCIAL CORPORATI COM 890110109 562,537 -31 -0.01 42,793 1.41 0.0170
2019-05-10 2019-03-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 562,537 -31 42,793
2019-02-26 2018-12-31 13F/A-1 TOMPKINS FINANCIAL CORPORATI COM 890110109 562,568 6,355 1.14 42,199 -6.55 0.0191
2019-02-13 2018-12-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 562,568 6,355 42,199
2018-11-13 2018-09-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 556,213 1,142 0.21 45,158 -5.27 0.0172
2018-08-10 2018-06-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 555,071 24,661 4.65 47,669 18.63 0.0190
2018-05-11 2018-03-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 530,410 6,380 1.22 40,184 -5.74 0.0167
2018-02-12 2017-12-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 524,030 4,799 0.92 42,631 -4.68 0.0177
2017-11-13 2017-09-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 519,231 6,017 1.17 44,726 10.71 0.0195
2017-08-11 2017-06-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 513,214 -1,182 -0.23 40,401 -2.50 0.0187
2017-05-12 2017-03-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 514,396 3,553 0.70 41,436 -14.20 0.0198
2017-02-09 2016-12-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 510,843 4,589 0.91 48,296 24.85 0.0241
2016-11-10 2016-09-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 506,254 1,908 0.38 38,682 17.99 0.0209
2016-08-09 2016-06-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 504,346 32,893 6.98 32,783 8.65 0.0189
2016-05-13 2016-03-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 471,453 19,803 4.38 30,173 18.96 0.0181
2016-02-10 2015-12-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 451,650 13,746 3.14 25,365 8.55 0.0158
2015-11-13 2015-09-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 437,904 8,815 2.05 23,367 1.37 0.0153
2015-08-14 2015-06-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 429,089 12,788 3.07 23,051 2.82 0.0141
2015-05-14 2015-03-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 416,301 13,347 3.31 22,418 0.61 0.0142
2015-02-06 2014-12-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 402,954 19,355 5.05 22,283 31.78 0.0146
2014-11-13 2014-09-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 383,599 14,289 3.87 16,909 -4.97 0.0120
2014-08-08 2014-06-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 369,310 17,586 5.00 17,793 3.33 0.0124
2014-05-14 2014-03-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 351,724 -3,851 -1.08 17,220 -5.76 0.0129
2014-02-12 2013-12-31 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 355,575 12,445 3.63 18,273 15.22 0.0142
2013-11-13 2013-09-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 343,130 7,288 2.17 15,859 4.49 0.0137
2013-08-15 2013-06-30 13F TOMPKINS FINANCIAL CORPORATI COM 890110109 335,842 335,842 15,177 0.0143
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.