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 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	–	2812
2022 Q1	$2K	Buy	+21	New	+$1.69K	﹤0.01%	1833

Other funds holding TMP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return