Position in WSO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$416,730
+$52,940 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#481
of 780 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $1,041,507 across 5 Industrial Distribution names. WSO ranks #1 (40.0% of the industry book) .
All Filings in WSO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,730 | 1,000 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $363,790 | 1,000 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $336,950 | 1,000 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $404,300 | 1,000 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $441,620 | 1,000 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $508,300 | 1,000 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $473,890 | 1,000 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $491,880 | 1,000 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $463,240 | 1,000 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $431,970 | 1,000 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $428,470 | 1,000 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $377,720 | 1,000 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $381,470 | 1,000 | Shares | Defined | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||