TOMPKINS FINANCIAL CORP AQN — ALGONQUIN PWR UTILS CORP COM

Ownership history in TOMPKINS FINANCIAL CORP  ·  10 quarters on record

AI Ownership Summary

TOMPKINS FINANCIAL CORP reported ALGONQUIN PWR UTILS CORP COM (AQN) in 10 quarterly 13F filings from 2026 Q3 through 2026 Q3. The latest visible filing shows AQN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AQN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOMPKINS FINANCIAL CORP's position in ALGONQUIN PWR UTILS CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AQN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AQN stock page TOMPKINS FINANCIAL CORP fund profile TOMPKINS FINANCIAL CORP full holdings
How TOMPKINS FINANCIAL CORP held AQN — position size vs. price
% of Fund (quarterly)    AQN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 3,000 +2,900 +2900.0% 0.00% $15K 2026-10-05 $5.07
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AQN

As of 2026 Q3 — sorted by position size

Post Resch Tallon Group Inc. 0.14% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.07% Pacifica Partners Inc. 3Y 0.01% Central Pacific Bank - Trust Division 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About TOMPKINS FINANCIAL CORP and AQN

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOMPKINS FINANCIAL CORP reported owning AQN?

TOMPKINS FINANCIAL CORP reported AQN across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported AQN position in TOMPKINS FINANCIAL CORP's portfolio?

The largest reported portfolio weight for AQN was 0.00% in 2026 Q3.

What is the latest reported AQN position on this page?

The most recent filing on this page is 2026 Q3, when TOMPKINS FINANCIAL CORP reported 3,000 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this AQN ownership page compare?

The chart compares TOMPKINS FINANCIAL CORP's quarterly AQN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TOMPKINS FINANCIAL CORP time their AQN position?

Based on 13F filing dates vs. subsequent AQN price moves, TOMPKINS FINANCIAL CORP correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on AQN relative to SPY over the holding period was -14.2%.

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