TOMPKINS FINANCIAL CORP

Position in PFG — Principal Financial Group Inc

CIK 1005817 Ithaca, NY

Position in PFG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$70,057

+$11,486 QoQ

Shares Held

650

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#729

of 941 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TOMPKINS FINANCIAL CORP holds $10,783,203 across 13 Asset Management names. PFG ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	10,408	$10,007,916
2	GAM	General American Investors Co Inc	5,103	$325,316
3	MYN	Blackrock Muniyield New York Quality Fund, Inc.	14,048	$142,587
4	AMP	Ameriprise Financial Inc	265	$121,570
5	PFG	Principal Financial Group Inc This page	650	$70,057
6	STT	State Street Corp	325	$55,120
7	BX	Blackstone Inc.	150	$17,650
8	JQC	Nuveen Credit Strategies Income Fund	1,826	$8,874

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,057	650	0.0%	Shares	Defined	2026-07-15
2026-03-31	$58,571	650	0.0%	Shares	Defined	2026-04-09
2025-12-31	$57,336	650	0.0%	Shares	Defined	2026-01-08
2025-09-30	$53,891	650	0.0%	Shares	Defined	2025-10-08
2025-06-30	$51,629	650	0.0%	Shares	Defined	2025-07-10
2025-03-31	$54,840	650	-68.8%	Shares	Defined	2025-04-07
2022-12-31	$174,553	2,080	0.0%	Shares	Defined	2023-01-06
2022-09-30	$150,072	2,080	0.0%	Shares	Defined	2022-10-13
2022-06-30	$138,923	2,080	0.0%	Shares	Defined	2022-07-14
2022-03-31	$152,692	2,080	+149.1%	Shares	Defined	2022-05-12
2020-12-31	$41,424	835	0.0%	Shares	Sole	2021-02-12
2020-09-30	$33,625	835	0.0%	Shares	Sole	2020-10-23
2020-06-30	$34,685	835	0.0%	Shares	Sole	2020-07-29
2020-03-31	$26,168	835	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.