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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
Q2 		$689K Sell
7,289
-137
-2% -$11.8K 0.01% 1332
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Investments's TMP Position: Q2 2026 in Review

Atria Investments reduced its Tompkins Financial (TMP) stake by 1.8% in Q2 2026, selling an estimated $11.8K and leaving 7,289 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #1332.

Atria Investments first reported a position in TMP in Q2 2024 and has held it in 9 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Atria Investments held 7,289 shares of Tompkins Financial worth $689K as of Q2 2026.
  • Atria Investments sold 137 Tompkins Financial shares in Q2 2026, an estimated $11.8K.
  • Tompkins Financial made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1332 holding.
  • Atria Investments first reported a position in Tompkins Financial in Q2 2024 and has held it in 9 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.