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 Q3	–	Sell	-2	Closed	-$189	–	3909
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%	+$5.62K	﹤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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc's TMP Position: Q3 2026 in Review

AssetMark Inc sold out of Tompkins Financial (TMP) in Q3 2026, closing a stake of 2 shares — an estimated $189 sold.

AssetMark Inc first reported a position in TMP in Q4 2017 and held it in 13 quarters. The position peaked at $9K in Q2 2022. 74 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

AssetMark Inc reported no remaining Tompkins Financial position as of Q3 2026 after selling out during the quarter.
AssetMark Inc sold 2 Tompkins Financial shares in Q3 2026, an estimated $189.
AssetMark Inc first reported a position in Tompkins Financial in Q4 2017 and held it in 13 quarters.
AssetMark Inc's Tompkins Financial position peaked at $9K in Q2 2022.
74 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.