SEC Filing Summary: TOMPKINS FINANCIAL CORP (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by TOMPKINS FINANCIAL CORP, an institutional investment manager based in Ithaca, NY. The report covers the quarter ended June 30, 2026, and was signed on July 15, 2026, by Lisa Donnelly, Trust Operations Manager. The filing represents a complete report of all holdings for this manager.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the company's own operational financials (revenue, profit, cash flow, or debt). The following metrics relate to the portfolio managed by Tompkins Financial Corp:
- Total Portfolio Value: $1,428,503,912
- Total Number of Holdings: 720 entries
- Other Included Managers: 0
Note: The filing text does not provide data on Tompkins Financial Corp's own revenue, profit margins, cash flow, or debt levels, as this form is strictly for reporting investment positions.
Material Changes
The filing text does not provide comparative data against the prior period (March 31, 2026) to determine material changes in portfolio composition or value. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or specific risk factors regarding the company's operations. It includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $1.43 billion against the sum of individual holdings in the full schedule.
- Confirm the count of 720 holdings matches the detailed list of securities.
- Review the full schedule to identify top 10 holdings for concentration risk analysis.
- Check for any amendments filed after July 15, 2026, that may update these figures.