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 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%	-$8.59K	﹤0.01%	3132
2022 Q1	$42K	Buy	532 +350	+192%	+$28.2K	﹤0.01%	2918
2021 Q4	$15K	Sell	182 -4	-2%	-$328	﹤0.01%	3489
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAPTRUST Financial Advisors's TMP Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Tompkins Financial (TMP) stake by 5.6% in Q2 2026, buying an estimated $36.6K and bringing the position to 8,034 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

CAPTRUST Financial Advisors first reported a position in TMP in Q1 2021 and has held it in 9 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

CAPTRUST Financial Advisors held 8,034 shares of Tompkins Financial worth $759K as of Q2 2026.
CAPTRUST Financial Advisors bought 425 Tompkins Financial shares in Q2 2026, an estimated $36.6K.
Tompkins Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1888 holding.
CAPTRUST Financial Advisors first reported a position in Tompkins Financial in Q1 2021 and has held it in 9 quarters since.
222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.