AWM
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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return