TOMPKINS FINANCIAL CORP

Position in SCHW — Schwab Charles Corp

CIK 1005817 Ithaca, NY

Position in SCHW

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

Position Value

$547,161

+$271,800 QoQ

Shares Held

5,930

+102.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,465

of 2,304 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Financial Services · as of Jun 30, 2026

TOMPKINS FINANCIAL CORP holds $1,081,286 across 4 Capital Markets names. SCHW ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	5,930	$547,161
2	GS	Goldman Sachs Group Inc	500	$505,685
3	CLSK	Cleanspark, Inc.	1,000	$14,550
4	MARA	MARA Holdings, Inc.	1,000	$13,890

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$547,161	5,930	+102.4%	Shares	Defined	2026-07-15
2026-03-31	$275,361	2,930	-5.0%	Shares	Sole	2026-04-09
2025-12-31	$308,222	3,085	+5.3%	Shares	Sole	2026-01-08
2025-09-30	$279,727	2,930	-17.0%	Shares	Sole	2025-10-08
2025-06-30	$322,077	3,530	-1.6%	Shares	Sole	2025-07-10
2025-03-31	$280,868	3,588	-4.4%	Shares	Sole	2025-04-07
2024-12-31	$277,759	3,753	0.0%	Shares	Sole	2025-01-15
2024-09-30	$243,231	3,753	-13.8%	Shares	Sole	2024-11-01
2024-06-30	$320,772	4,353	0.0%	Shares	Sole	2024-07-17
2024-03-31	$314,896	4,353	0.0%	Shares	Sole	2024-04-08
2023-12-31	$299,486	4,353	0.0%	Shares	Sole	2024-01-08
2023-09-30	$238,979	4,353	-11.8%	Shares	Sole	2023-11-21
2023-06-30	$279,715	4,935	0.0%	Shares	Sole	2023-07-12
2023-03-31	$258,495	4,935	0.0%	Shares	Sole	2023-04-20
2022-12-31	$410,888	4,935	-9.8%	Shares	Sole	2023-01-06
2022-09-30	$393,416	5,474	-12.2%	Shares	Sole	2022-10-13
2022-06-30	$393,927	6,235	0.0%	Shares	Sole	2022-07-14
2022-03-31	$525,672	6,235	0.0%	Shares	Sole	2022-05-12
2021-12-31	$524,363	6,235	0.0%	Shares	Sole	2022-01-24
2021-09-30	$454,157	6,235	0.0%	Shares	Sole	2021-10-22
2021-03-31	$406,397	6,235	0.0%	Shares	Sole	2021-06-09
2020-12-31	$330,704	6,235	0.0%	Shares	Sole	2021-02-12
2020-09-30	$225,894	6,235	-25.6%	Shares	Sole	2020-10-23
2020-06-30	$282,572	8,375	0.0%	Shares	Sole	2020-07-29
2020-03-31	$281,567	8,375	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.