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Clearstead Advisors’s Tompkins Financial TMP Stock Holding History

Clearstead 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 		$663 Buy
+7
New +$603 ﹤0.01% 2837
2026
Q1 		– Sell
-2
Closed -$146 – 2811
2025
Q4 		$146 Hold
2
– – ﹤0.01% 2462
2025
Q3 		$133 Buy
+2
New +$134 ﹤0.01% 2904

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
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

Clearstead Advisors's TMP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Tompkins Financial (TMP) in Q2 2026: 7 shares worth $663. The stake represents ﹤0.01% of the portfolio and ranks #2837 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TMP as recently as Q4 2025.

Clearstead Advisors first reported a position in TMP in Q3 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Clearstead Advisors held 7 shares of Tompkins Financial worth $663 as of Q2 2026.
  • Tompkins Financial was a new Clearstead Advisors position in Q2 2026.
  • Tompkins Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2837 holding.
  • Clearstead Advisors first reported a position in Tompkins Financial in Q3 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.