TOMPKINS FINANCIAL CORP

Position in PFG — Principal Financial Group Inc

CIK 1005817 Ithaca, NY

Position in PFG

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$58,571

+$1,235 QoQ

Shares Held

650

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

TOMPKINS FINANCIAL CORP holds $10,975,903 across 15 Asset Management names. PFG ranks #6 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	10,532	$10,128,729
2	GAM	General American Investors Co Inc	5,103	$298,372
3	BX	Blackstone Inc.	1,206	$138,677
4	MYN	Blackrock Muniyield New York Quality Fund, Inc.	14,048	$134,860
5	AMP	Ameriprise Financial Inc	265	$117,765
6	PFG	Principal Financial Group Inc This page	650	$58,571
7	STT	State Street Corp	325	$41,132
8	ARCC	Ares Capital Corp	1,298	$23,389

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.