13F-HR: Tompkins Financial Corp Discloses Q3 2024 Holdings in Form 13F Filing

Tompkins Financial Corp's latest 13F filing reveals their holdings as of September 30, 2024, totaling over $1 billion across 791 entries.

Summary

• Tompkins Financial Corp filed its Form 13F holdings report for the quarter ended September 30, 2024.
• The report includes 791 entries, with a total value of $1,043,306,291.
• The filing indicates the institutional investment manager is Tompkins Financial Corp, located in Ithaca, NY.
• Lisa Donnelly, Trust Operations Manager, signed the report on October 22, 2024.
• The report indicates that all holdings of the reporting manager are included in this report.

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. The information is factual and does not express any positive or negative outlook.

Positives

• The filing provides a comprehensive overview of Tompkins Financial Corp's investment portfolio.
• The detailed breakdown of holdings allows for analysis of investment strategies and sector allocations.
• The inclusion of voting authority information provides insights into the firm's influence on corporate governance.

Industry Context

Form 13F filings are required quarterly disclosures of equity holdings by institutional investment managers with at least $100 million in assets under management, providing transparency into their investment strategies and portfolio composition.

Comparison to Industry Standards

• The filing is consistent with the regulatory requirements for institutional investment managers.
• The level of detail provided is standard for Form 13F filings, including the name of issuer, title of class, CUSIP, value, number of shares, and voting authority.
• Comparable companies that file similar reports include other investment management firms such as BlackRock, Vanguard, and State Street.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Tompkins Financial Corp.
• The filing provides transparency to clients and stakeholders regarding the firm's asset allocation.

Key Dates