Bourne Lent Asset Management’s Tompkins Financial TMP Stock Holding History

Bourne Lent Asset Management’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	$369K	Hold	4,684	–	–	0.14%	49
2025 Q4	$340K	Sell	4,684 -125	-3%	-$8.57K	0.11%	52
2025 Q3	$318K	Sell	4,809 -25	-0.5%	-$1.68K	0.11%	51
2025 Q2	$303K	Hold	4,834	–	–	0.12%	53
2025 Q1	$304K	Hold	4,834	–	–	0.13%	52
2024 Q4	$328K	Hold	4,834	–	–	0.13%	48
2024 Q3	$279K	Sell	4,834 -500	-9%	-$28.6K	0.11%	53
2024 Q2	$261K	Buy	5,334 +200	+4%	+$9.21K	0.1%	53
2024 Q1	$258K	Sell	5,134 -400	-7%	-$20.3K	0.1%	55
2023 Q4	$333K	Sell	5,534 -200	-3%	-$10.9K	0.14%	48
2023 Q3	$281K	Sell	5,734 -2,000	-26%	-$108K	0.12%	50
2023 Q2	$431K	Sell	7,734 -7,700	-50%	-$443K	0.15%	41
2023 Q1	$1.02M	Hold	15,434	–	–	0.39%	30
2022 Q4	$1.2M	Sell	15,434 -13,000	-46%	-$1.04M	0.51%	27
2022 Q3	$2.06M	Sell	28,434 -1,000	-3%	-$74.8K	0.9%	23
2022 Q2	$2.12M	Hold	29,434	–	–	0.84%	23
2022 Q1	$2.3M	Hold	29,434	–	–	0.72%	23
2021 Q4	$2.46M	Hold	29,434	–	–	0.66%	22
2021 Q3	$2.38M	Hold	29,434	–	–	0.68%	23
2021 Q2	$2.28M	Hold	29,434	–	–	0.64%	24
2021 Q1	$2.43M	Hold	29,434	–	–	0.78%	22
2020 Q4	$2.08M	Buy	29,434 +1,784	+6%	+$113K	0.68%	21
2020 Q3	$1.57M	Buy	27,650 +2,500	+10%	+$159K	0.6%	25
2020 Q2	$1.63M	Buy	25,150 +500	+2%	+$32.6K	0.7%	21
2020 Q1	$1.77M	Buy	24,650 +2,000	+9%	+$166K	0.95%	18
2019 Q4	$2.07M	Buy	22,650 +2,000	+10%	+$173K	0.98%	20
2019 Q3	$1.68M	Hold	20,650	–	–	0.8%	22
2019 Q2	$1.69M	Hold	20,650	–	–	0.81%	21
2019 Q1	$1.57M	Hold	20,650	–	–	0.78%	21
2018 Q4	$1.55M	Sell	20,650 -300	-1%	-$23K	0.92%	20
2018 Q3	$1.7M	Hold	20,950	–	–	0.81%	20
2018 Q2	$1.8M	Hold	20,950	–	–	0.95%	19
2018 Q1	$1.59M	Hold	20,950	–	–	0.86%	22
2017 Q4	$1.7M	Buy	20,950 +100	+0.5%	+$8.49K	0.92%	21
2017 Q3	$1.8M	Buy	20,850 +400	+2%	+$31.1K	0.92%	19
2017 Q2	$1.61M	Sell	20,450 -1,200	-6%	-$96.6K	0.88%	19
2017 Q1	$1.74M	Hold	21,650	–	–	0.95%	20
2016 Q4	$2.05M	Buy	21,650 +2,300	+12%	+$193K	1.22%	16
2016 Q3	$1.48M	Hold	19,350	–	–	1.09%	16
2016 Q2	$1.26M	Buy	19,350 +100	+0.5%	+$6.56K	0.99%	18
2016 Q1	$1.23M	Buy	19,250 +300	+2%	+$17.1K	0.99%	20
2015 Q4	$1.06M	Hold	18,950	–	–	0.81%	19
2015 Q3	$1.01M	Buy	18,950 +1,150	+6%	+$61.3K	0.83%	19
2015 Q2	$956K	Buy	17,800 +2,100	+13%	+$111K	0.75%	20
2015 Q1	$845K	Buy	+15,700	New	+$826K	0.64%	25

Other funds holding TMP

BlackRock New York $5.72T 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Bourne Lent Asset Management's TMP Position: Q1 2026 in Review

Bourne Lent Asset Management held its Tompkins Financial (TMP) position steady in Q1 2026 at 4,684 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #49.

Bourne Lent Asset Management first reported a position in TMP in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.46M in Q4 2021. 206 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

Bourne Lent Asset Management held 4,684 shares of Tompkins Financial worth $369K as of Q1 2026.
Bourne Lent Asset Management left its Tompkins Financial share count unchanged in Q1 2026.
Tompkins Financial made up 0.14% of Bourne Lent Asset Management's portfolio in Q1 2026, its #49 holding.
Bourne Lent Asset Management first reported a position in Tompkins Financial in Q1 2015 and has held it in 45 quarters since.
Bourne Lent Asset Management's Tompkins Financial position peaked at $2.46M in Q4 2021.
206 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on Bourne Lent Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.