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Bailard’s Tompkins Financial TMP Stock Holding History

Bailard’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 		$1.05M Buy
11,100
+100
+0.9% +$8.61K 0.02% 350
2026
Q1 		$867K Sell
11,000
-1,300
-11% -$101K 0.02% 348
2025
Q4 		$892K Buy
12,300
+700
+6% +$48K 0.02% 338
2025
Q3 		$768K Buy
11,600
+3,700
+47% +$248K 0.02% 390
2025
Q2 		$496K Sell
7,900
-2,668
-25% -$162K 0.01% 495
2025
Q1 		$666K Buy
10,568
+70
+0.7% +$4.69K 0.02% 391
2024
Q4 		$712K Buy
+10,498
New +$728K 0.02% 373

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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

Bailard's TMP Position: Q2 2026 in Review

Bailard increased its Tompkins Financial (TMP) stake by 0.91% in Q2 2026, buying an estimated $8.61K and bringing the position to 11,100 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #350.

Bailard first reported a position in TMP in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Bailard held 11,100 shares of Tompkins Financial worth $1.05M as of Q2 2026.
  • Bailard bought 100 Tompkins Financial shares in Q2 2026, an estimated $8.61K.
  • Tompkins Financial made up 0.02% of Bailard's portfolio in Q2 2026, its #350 holding.
  • Bailard first reported a position in Tompkins Financial in Q4 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

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