Cerity Partners
TMP icon

Cerity Partners’s Tompkins Financial TMP Stock Holding History

Cerity Partners’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 		$320K Buy
3,389
+246
+8% +$21.2K ﹤0.01% 2745
2026
Q1 		$248K Sell
3,143
-1,983
-39% -$154K ﹤0.01% 2746
2025
Q4 		$372K Buy
+5,126
New +$351K ﹤0.01% 2279

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cerity Partners's TMP Position: Q2 2026 in Review

Cerity Partners increased its Tompkins Financial (TMP) stake by 7.8% in Q2 2026, buying an estimated $21.2K and bringing the position to 3,389 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Cerity Partners first reported a position in TMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q4 2025. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Cerity Partners held 3,389 shares of Tompkins Financial worth $320K as of Q2 2026.
  • Cerity Partners bought 246 Tompkins Financial shares in Q2 2026, an estimated $21.2K.
  • Tompkins Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2745 holding.
  • Cerity Partners first reported a position in Tompkins Financial in Q4 2025 and has held it in 3 quarters since.
  • Cerity Partners's Tompkins Financial position peaked at $372K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.