Carolinas Wealth Consulting’s Tompkins Financial TMP Stock Holding History

Carolinas Wealth Consulting’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
2025 Q1	–	Sell	-5,199	Closed	-$353K	–	1092
2024 Q4	$353K	Buy	5,199 +43	+0.8%	+$2.98K	0.07%	137
2024 Q3	$298K	Buy	5,156 +55	+1%	+$3.14K	0.05%	151
2024 Q2	$249K	Buy	5,101 +65	+1%	+$2.99K	0.05%	159
2024 Q1	$253K	Buy	5,036 +62	+1%	+$3.15K	0.05%	148
2023 Q4	$300K	Buy	4,974 +58	+1%	+$3.15K	0.07%	127
2023 Q3	$246K	Buy	4,916 +51	+1%	+$2.77K	0.06%	129
2023 Q2	$271K	Buy	4,865 +58	+1%	+$3.33K	0.05%	149
2023 Q1	$318K	Buy	4,807 +37	+0.8%	+$2.72K	0.07%	131
2022 Q4	$370K	Buy	4,770 +35	+0.7%	+$2.79K	0.08%	120
2022 Q3	$344K	Buy	4,735 +35	+0.7%	+$2.62K	0.09%	112
2022 Q2	$339K	Buy	4,700 +36	+0.8%	+$2.66K	0.08%	112
2022 Q1	$365K	Buy	4,664 +34	+0.7%	+$2.74K	0.08%	113
2021 Q4	$387K	Buy	4,630 +30	+0.7%	+$2.46K	0.08%	109
2021 Q3	$372K	Buy	4,600 +31	+0.7%	+$2.4K	0.09%	104
2021 Q2	$354K	Buy	+4,569	New	+$368K	0.08%	113

Other funds holding TMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carolinas Wealth Consulting's TMP Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Tompkins Financial (TMP) in Q1 2025, closing a stake of 5,199 shares — an estimated $353K sold.

Carolinas Wealth Consulting first reported a position in TMP in Q2 2021 and held it in 15 quarters. The position peaked at $387K in Q4 2021. 173 funds tracked by Wall St. Rank hold TMP as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Tompkins Financial position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5,199 Tompkins Financial shares in Q1 2025, an estimated $353K.
Carolinas Wealth Consulting first reported a position in Tompkins Financial in Q2 2021 and held it in 15 quarters.
Carolinas Wealth Consulting's Tompkins Financial position peaked at $387K in Q4 2021.
173 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.