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Allworth Financial’s Tompkins Financial TMP Stock Holding History

Allworth Financial’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
Q2 		$256K Buy
2,709
+106
+4% +$9.13K ﹤0.01% 1346
2026
Q1 		$205K Buy
2,603
+28
+1% +$2.18K ﹤0.01% 1392
2025
Q4 		$187K Sell
2,575
-28
-1% -$1.92K ﹤0.01% 1375
2025
Q3 		$172K Buy
2,603
+23
+0.9% +$1.54K ﹤0.01% 1379
2025
Q2 		$162K Buy
2,580
+2,502
+3,208% +$152K ﹤0.01% 1274
2025
Q1 		$4.65K Buy
78
+2
+3% +$134 ﹤0.01% 2798
2024
Q4 		$5K Buy
76
+6
+9% +$416 ﹤0.01% 2764
2024
Q3 		$4.05K Hold
70
– – ﹤0.01% 2662
2024
Q2 		$4.05K Sell
70
-286
-80% -$13.2K ﹤0.01% 2607
2024
Q1 		$17.9K Sell
356
-72
-17% -$3.65K ﹤0.01% 1834
2023
Q4 		$25.8K Buy
428
+89
+26% +$4.83K ﹤0.01% 1506
2023
Q3 		$16.6K Buy
339
+269
+384% +$14.6K ﹤0.01% 1642
2023
Q2 		$3.9K Hold
70
– – ﹤0.01% 2214
2023
Q1 		$4.63K Hold
70
– – ﹤0.01% 2065
2022
Q4 		$5.43K Hold
70
– – ﹤0.01% 1866
2022
Q3 		$5K Buy
+70
New +$5.24K ﹤0.01% 1901
2022
Q2 		– Sell
-21
Closed -$2K – 2811
2022
Q1 		$2K Buy
+21
New +$1.69K ﹤0.01% 1833

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial's TMP Position: Q2 2026 in Review

Allworth Financial increased its Tompkins Financial (TMP) stake by 4.1% in Q2 2026, buying an estimated $9.13K and bringing the position to 2,709 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Allworth Financial first reported a position in TMP in Q1 2022 and has held it in 17 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Allworth Financial held 2,709 shares of Tompkins Financial worth $256K as of Q2 2026.
  • Allworth Financial bought 106 Tompkins Financial shares in Q2 2026, an estimated $9.13K.
  • Tompkins Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1346 holding.
  • Allworth Financial first reported a position in Tompkins Financial in Q1 2022 and has held it in 17 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.