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Abound Wealth Management’s Tompkins Financial TMP Stock Holding History

Abound Wealth Management’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$218 – 1600
2025
Q4 		$218 Hold
3
– – ﹤0.01% 1149
2025
Q3 		$199 Hold
3
– – ﹤0.01% 1118
2025
Q2 		$189 Hold
3
– – ﹤0.01% 1052
2025
Q1 		$189 Sell
3
-1
-25% -$67 ﹤0.01% 1006
2024
Q4 		$272 Hold
4
– – ﹤0.01% 926
2024
Q3 		$232 Sell
4
-4
-50% -$228 ﹤0.01% 1080
2024
Q2 		$392 Hold
8
– – ﹤0.01% 899
2024
Q1 		$403 Hold
8
– – ﹤0.01% 989
2023
Q4 		$482 Hold
8
– – ﹤0.01% 930
2023
Q3 		$392 Hold
8
– – ﹤0.01% 896
2023
Q2 		$446 Buy
+8
New +$460 ﹤0.01% 884

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

Abound Wealth Management's TMP Position: Q1 2026 in Review

Abound Wealth Management sold out of Tompkins Financial (TMP) in Q1 2026, closing a stake of 3 shares — an estimated $218 sold.

Abound Wealth Management first reported a position in TMP in Q2 2023 and held it in 11 quarters. The position peaked at $482 in Q4 2023. 207 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

  • Abound Wealth Management reported no remaining Tompkins Financial position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 Tompkins Financial shares in Q1 2026, an estimated $218.
  • Abound Wealth Management first reported a position in Tompkins Financial in Q2 2023 and held it in 11 quarters.
  • Abound Wealth Management's Tompkins Financial position peaked at $482 in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.