CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Tompkins Financial TMP Stock Holding History

CAPTRUST Financial Advisors’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 		$801K Buy
8,318
+284
+4% +$27.6K ﹤0.01% 1895
2026
Q2 		$759K Buy
8,034
+425
+6% +$36.6K ﹤0.01% 1888
2026
Q1 		$600K Sell
7,609
-1,187
-13% -$92.3K ﹤0.01% 1914
2025
Q4 		$638K Buy
+8,796
New +$603K ﹤0.01% 1760
2022
Q3 		– Sell
-416
Closed -$30K – 3880
2022
Q2 		$30K Sell
416
-116
-22% -$8.58K ﹤0.01% 3131
2022
Q1 		$42K Buy
532
+350
+192% +$28.2K ﹤0.01% 2917
2021
Q4 		$15K Sell
182
-4
-2% -$328 ﹤0.01% 3488
2021
Q3 		$15K Sell
186
-98
-35% -$7.6K ﹤0.01% 3364
2021
Q2 		$22K Buy
284
+210
+284% +$16.9K ﹤0.01% 3047
2021
Q1 		$6K Buy
+74
New +$5.83K ﹤0.01% 3675

Other funds holding TMP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

CAPTRUST Financial Advisors's TMP Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Tompkins Financial (TMP) stake by 3.5% in Q3 2026, buying an estimated $27.6K and bringing the position to 8,318 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

CAPTRUST Financial Advisors first reported a position in TMP in Q1 2021 and has held it in 10 quarters since. 152 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

  • CAPTRUST Financial Advisors held 8,318 shares of Tompkins Financial worth $801K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 284 Tompkins Financial shares in Q3 2026, an estimated $27.6K.
  • Tompkins Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1895 holding.
  • CAPTRUST Financial Advisors first reported a position in Tompkins Financial in Q1 2021 and has held it in 10 quarters since.
  • 152 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.