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Chicago Partners Investment Group’s Tompkins Financial TMP Stock Holding History

Chicago Partners Investment Group’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 		$978K Buy
11,697
+133
+1% +$10.3K 0.02% 563
2025
Q4 		$872K Buy
11,564
+126
+1% +$8.64K 0.02% 511
2025
Q3 		$751K Buy
11,438
+216
+2% +$14.5K 0.02% 515
2025
Q2 		$730K Buy
11,222
+56
+0.5% +$3.41K 0.02% 473
2025
Q1 		$686K Buy
11,166
+60
+0.5% +$4.02K 0.02% 435
2024
Q4 		$734K Buy
11,106
+90
+0.8% +$6.24K 0.02% 414
2024
Q3 		$683K Buy
11,016
+317
+3% +$18.1K 0.02% 411
2024
Q2 		$684K Buy
10,699
+136
+1% +$6.26K 0.03% 396
2024
Q1 		$493K Buy
10,563
+129
+1% +$6.54K 0.02% 454
2023
Q4 		$579K Buy
10,434
+122
+1% +$6.63K 0.03% 396
2023
Q3 		$502K Buy
10,312
+108
+1% +$5.86K 0.03% 403
2023
Q2 		$604K Buy
+10,204
New +$586K 0.03% 374

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Chicago Partners Investment Group's TMP Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Tompkins Financial (TMP) stake by 1.2% in Q1 2026, buying an estimated $10.3K and bringing the position to 11,697 shares worth $978K. The position accounts for 0.02% of the portfolio, ranked #563.

Chicago Partners Investment Group first reported a position in TMP in Q2 2023 and has held it in 12 quarters since. 206 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

  • Chicago Partners Investment Group held 11,697 shares of Tompkins Financial worth $978K as of Q1 2026.
  • Chicago Partners Investment Group bought 133 Tompkins Financial shares in Q1 2026, an estimated $10.3K.
  • Tompkins Financial made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #563 holding.
  • Chicago Partners Investment Group first reported a position in Tompkins Financial in Q2 2023 and has held it in 12 quarters since.
  • 206 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.