W.G. Shaheen & Associates DBA Whitney & Co

Position in TMP — Tompkins Financial Corp

CIK 1577001 ROCHESTER, NY

Position in TMP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$494,339

+$70,180 QoQ

Shares Held

5,230

-2.8% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#99

of 219 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 64% Shared 0% None 36%

Financial Services · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $3,407,674 across 5 Banks - Regional names. TMP ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	8,035	$1,978,377
2	TMP	Tompkins Financial Corp This page	5,230	$494,339
3	TFC	Truist Financial Corp	9,177	$457,198
4	MTB	M&T Bank Corp	1,050	$249,910
5	IBOC	International Bancshares Corp	3,000	$227,850

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,339	5,230	-2.8%	Shares	Sole	2026-07-28
2026-03-31	$424,159	5,380	-4.4%	Shares	Sole	2026-05-05
2025-12-31	$408,287	5,630	-1.7%	Shares	Sole	2026-01-30
2025-09-30	$379,383	5,730	0.0%	Shares	Sole	2025-11-07
2025-06-30	$359,442	5,730	0.0%	Shares	Sole	2025-08-05
2025-03-31	$360,875	5,730	-5.0%	Shares	Sole	2025-05-06
2024-12-31	$409,014	6,030	-1.6%	Shares	Sole	2025-02-04
2024-09-30	$354,252	6,130	-8.9%	Shares	Sole	2024-11-07
2024-06-30	$329,097	6,730	-31.5%	Shares	Sole	2024-07-30
2024-03-31	$494,350	9,830	-24.8%	Shares	Sole	2024-05-08
2023-12-31	$787,808	13,080	-3.7%	Shares	Sole	2024-02-13
2023-09-30	$665,284	13,580	-3.9%	Shares	Sole	2023-11-08
2023-06-30	$787,041	14,130	-9.0%	Shares	Sole	2023-08-14
2023-03-31	$1,028,241	15,530	-4.9%	Shares	Sole	2023-05-03
2022-12-31	$1,266,881	16,330	-0.9%	Shares	Sole	2023-02-03
2022-09-30	$1,196,777	16,480	-4.0%	Shares	Sole	2022-11-09
2022-06-30	$1,237,236	17,160	0.0%	Shares	Sole	2022-08-05
2022-03-31	$1,343,113	17,160	-0.6%	Shares	Sole	2022-05-13
2021-12-31	$1,442,590	17,260	-9.9%	Shares	Sole	2022-02-11
2021-09-30	$1,550,235	19,160	-2.3%	Shares	Sole	2021-11-12
2021-06-30	$1,520,951	19,610	-7.0%	Shares	Sole	2021-08-13
2021-03-31	$1,743,233	21,079	-0.7%	Shares	Sole	2021-05-11
2020-12-31	$1,498,767	21,229	-4.2%	Shares	Sole	2021-02-10
2020-09-30	$1,258,455	22,152	-4.5%	Shares	Sole	2020-11-13
2020-06-30	$1,502,793	23,202	-5.9%	Shares	Sole	2020-08-13
2020-03-31	$1,770,013	24,652	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.