AssetMark Inc

AssetMark Inc’s Tompkins Financial TMP Stock Holding History

AssetMark Inc’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	$158	Hold	2	–	–	﹤0.01%	3348
2025 Q4	$145	Buy	+2	New	+$137	﹤0.01%	3280
2022 Q3	–	Sell	-131	Closed	-$9K	–	1626
2022 Q2	$9K	Buy	131 +76	+138%	+$5.63K	﹤0.01%	1235
2022 Q1	$4K	Sell	55 -7	-11%	-$564	﹤0.01%	1325
2021 Q4	$5K	Sell	62 -1	-2%	-$82	﹤0.01%	1250
2021 Q3	$5K	Hold	63	–	–	﹤0.01%	1149
2021 Q2	$5K	Sell	63 -3	-5%	-$241	﹤0.01%	1087
2021 Q1	$5K	Buy	66 +4	+6%	+$315	﹤0.01%	1020
2020 Q4	$4K	Buy	62 +12	+24%	+$760	﹤0.01%	1082
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	1069
2020 Q2	$3K	Buy	+50	New	+$3.26K	﹤0.01%	1035
2018 Q1	–	Sell	-4	Closed	–	–	1970
2017 Q4	$0	Buy	+4	New	+$340	﹤0.01%	2124

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