Atria Investments’s Tompkins Financial TMP Stock Holding History

Atria Investments’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	$585K	Sell	7,426 -765	-9%	-$59.5K	0.01%	1363
2025 Q4	$594K	Buy	8,191 +640	+8%	+$43.9K	0.01%	1333
2025 Q3	$500K	Buy	7,551 +191	+3%	+$12.8K	0.01%	1419
2025 Q2	$462K	Buy	7,360 +1,360	+23%	+$82.8K	0.01%	1464
2025 Q1	$378K	Sell	6,000 -2,145	-26%	-$144K	﹤0.01%	1498
2024 Q4	$552K	Buy	8,145 +1,202	+17%	+$83.3K	0.01%	1276
2024 Q3	$401K	Buy	6,943 +1,713	+33%	+$97.8K	0.01%	1444
2024 Q2	$256K	Buy	+5,230	New	+$241K	﹤0.01%	1682

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