Position in AFL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$85,123
+$5,474 QoQ
Shares Held
726
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,437
of 1,687 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $426,620 across 5 Insurance - Life names. AFL ranks #3 (20.0% of the industry book) .
All Filings in AFL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,123 | 726 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $79,649 | 726 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $37,196 | 333 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $56,737 | 538 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $37,026 | 333 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $34,445 | 333 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $37,229 | 333 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $172,636 | 1,933 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $165,967 | 1,933 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $331,567 | 4,019 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $308,457 | 4,019 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $280,526 | 4,019 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $178,655 | 2,769 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $213,949 | 2,974 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $167,138 | 2,974 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $76,023 | 1,374 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $88,471 | 1,374 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $97,336 | 1,667 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $86,900 | 1,667 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $85,317 | 1,667 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $74,131 | 1,667 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $60,595 | 1,667 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $60,062 | 1,667 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $57,078 | 1,667 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||