Bailard
TMP icon

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
Q3 		$1.07M Hold
11,100
– – 0.02% 334
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

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Rise Advisors
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Bailard's TMP Position: Q3 2026 in Review

Bailard held its Tompkins Financial (TMP) position steady in Q3 2026 at 11,100 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #334.

Bailard first reported a position in TMP in Q4 2024 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

  • Bailard held 11,100 shares of Tompkins Financial worth $1.07M as of Q3 2026.
  • Bailard left its Tompkins Financial share count unchanged in Q3 2026.
  • Tompkins Financial made up 0.02% of Bailard's portfolio in Q3 2026, its #334 holding.
  • Bailard first reported a position in Tompkins Financial in Q4 2024 and has held it in 8 quarters since.
  • 35 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.