UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in TMP — Tompkins Financial Corp
CIK 1463217
IRVING, TX
Position in TMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$285,400
-$1,049,682 QoQ
Shares Held
3,620
-83.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $62,351,813 across 60 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
64,910 | $6,318,988 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
18,337 | $4,514,936 | |
| 3 | USB |
US Bancorp De
|
69,476 | $4,196,350 | |
| 4 | FITB |
Fifth Third Bancorp
|
73,291 | $4,131,413 | |
| 5 | TFC |
Truist Financial Corp
|
64,617 | $3,219,218 | |
| 6 | MTB |
M&T Bank Corp
|
11,256 | $2,679,040 | |
| 7 | RF |
Regions Financial Corp
|
72,185 | $2,179,987 | |
| 8 | HDB |
Hdfc Bank Ltd
|
80,347 | $2,075,363 |
All Filings in TMP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,400 | 3,620 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $1,335,082 | 21,283 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,207,893 | 19,179 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,542,996 | 22,748 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,437,815 | 24,880 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $525,919 | 10,755 | Shares | Defined | 2024-08-14 | |
| 2023-03-31 | $313,636 | 4,737 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $367,496 | 4,737 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $344,000 | 4,737 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $341,537 | 4,737 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $370,764 | 4,737 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $395,918 | 4,737 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $383,270 | 4,737 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $367,401 | 4,737 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $567,900 | 6,867 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $482,692 | 6,837 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $388,409 | 6,837 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $442,832 | 6,837 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $490,896 | 6,837 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||