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 Q2	$189	Hold	2	–	–	﹤0.01%	3428
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AssetMark Inc's TMP Position: Q2 2026 in Review

AssetMark Inc held its Tompkins Financial (TMP) position steady in Q2 2026 at 2 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

AssetMark Inc first reported a position in TMP in Q4 2017 and has held it in 13 quarters since. The position peaked at $9K in Q2 2022. 221 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

AssetMark Inc held 2 shares of Tompkins Financial worth $189 as of Q2 2026.
AssetMark Inc left its Tompkins Financial share count unchanged in Q2 2026.
Tompkins Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3428 holding.
AssetMark Inc first reported a position in Tompkins Financial in Q4 2017 and has held it in 13 quarters since.
AssetMark Inc's Tompkins Financial position peaked at $9K in Q2 2022.
221 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.