TOMPKINS FINANCIAL CORP

Position in UNH — Unitedhealth Group Inc

CIK 1005817 Ithaca, NY

Position in UNH

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

Position Value

$745,224

+$395,352 QoQ

Shares Held

1,793

+38.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,032

of 3,349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

TOMPKINS FINANCIAL CORP holds $1,174,670 across 4 Healthcare Plans names. UNH ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	1,793	$745,224
2	CVS	CVS HEALTH Corp	4,027	$416,593
3	CI	Cigna Group	34	$9,373
4	ELV	Elevance Health, Inc.	9	$3,480

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$745,224	1,793	+38.7%	Shares	Defined	2026-07-15
2026-03-31	$349,872	1,293	-12.8%	Shares	Defined	2026-04-09
2025-12-31	$489,222	1,482	0.0%	Shares	Defined	2026-01-08
2025-09-30	$511,734	1,482	-0.7%	Shares	Defined	2025-10-08
2025-06-30	$465,771	1,493	-28.7%	Shares	Defined	2025-07-10
2025-03-31	$1,096,208	2,093	-0.0%	Shares	Defined	2025-04-07
2024-12-31	$1,059,270	2,094	+21.3%	Shares	Defined	2025-01-15
2024-09-30	$1,009,742	1,727	+2.9%	Shares	Defined	2024-11-01
2024-06-30	$854,538	1,678	0.0%	Shares	Defined	2024-07-17
2024-03-31	$830,106	1,678	0.0%	Shares	Defined	2024-04-08
2023-12-31	$883,416	1,678	0.0%	Shares	Defined	2024-01-08
2023-09-30	$846,030	1,678	+17.7%	Shares	Defined	2023-11-21
2023-06-30	$685,392	1,426	-0.8%	Shares	Defined	2023-07-12
2023-03-31	$679,111	1,437	0.0%	Shares	Defined	2023-04-20
2022-12-31	$761,868	1,437	-0.2%	Shares	Defined	2023-01-06
2022-09-30	$727,257	1,440	+13.8%	Shares	Defined	2022-10-13
2022-06-30	$649,741	1,265	+24.6%	Shares	Defined	2022-07-14
2022-03-31	$517,619	1,015	+6666.7%	Shares	Defined	2022-05-12
2021-12-31	$7,532	15	-81.5%	Shares	Sole	2022-01-24
2021-09-30	$31,649	81	-69.8%	Shares	Sole	2021-10-22
2021-03-31	$99,714	268	0.0%	Shares	Sole	2021-06-09
2020-12-31	$93,981	268	-91.2%	Shares	Sole	2021-02-12
2020-09-30	$953,080	3,057	+1.3%	Shares	Sole	2020-10-23
2020-06-30	$890,158	3,018	-1.6%	Shares	Sole	2020-07-29
2020-03-31	$764,848	3,067	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.