Carson Wealth (CWM LLC)
TMP icon

Carson Wealth (CWM LLC)’s Tompkins Financial TMP Stock Holding History

Carson Wealth (CWM LLC)’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 		$354K Buy
4,487
+387
+9% +$30.1K ﹤0.01% 2278
2025
Q4 		$297K Buy
4,100
+1,288
+46% +$88.3K ﹤0.01% 2265
2025
Q3 		$186K Buy
2,812
+1,549
+123% +$104K ﹤0.01% 2506
2025
Q2 		$79K Sell
1,263
-585
-32% -$35.6K ﹤0.01% 2918
2025
Q1 		$116K Buy
1,848
+737
+66% +$49.4K ﹤0.01% 2308
2024
Q4 		$75K Buy
1,111
+57
+5% +$3.95K ﹤0.01% 2481
2024
Q3 		$61K Buy
1,054
+164
+18% +$9.36K ﹤0.01% 2555
2024
Q2 		$44K Buy
890
+638
+253% +$29.4K ﹤0.01% 2566
2024
Q1 		$13K Buy
252
+27
+12% +$1.37K ﹤0.01% 3203
2023
Q4 		$14K Buy
225
+120
+114% +$6.52K ﹤0.01% 3010
2023
Q3 		$5K Buy
105
+58
+123% +$3.15K ﹤0.01% 3498
2023
Q2 		$3K Buy
47
+35
+292% +$2.01K ﹤0.01% 3703
2023
Q1 		$1K Sell
12
-7
-37% -$515 ﹤0.01% 3939
2022
Q4 		$1K Buy
19
+10
+111% +$797 ﹤0.01% 3858
2022
Q3 		$1K Buy
+9
New +$673 ﹤0.01% 3775

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TMP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Tompkins Financial (TMP) stake by 9.4% in Q1 2026, buying an estimated $30.1K and bringing the position to 4,487 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Carson Wealth (CWM LLC) first reported a position in TMP in Q3 2022 and has held it in 15 quarters since. 207 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,487 shares of Tompkins Financial worth $354K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 387 Tompkins Financial shares in Q1 2026, an estimated $30.1K.
  • Tompkins Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2278 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tompkins Financial in Q3 2022 and has held it in 15 quarters since.
  • 207 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.