Clearstead Advisors
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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
Q3 		$963 Buy
10
+3
+43% +$292 ﹤0.01% 2664
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

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cornell Pochily Investment Advisors
Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
John G. Ullman & Associates
John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clearstead Advisors's TMP Position: Q3 2026 in Review

Clearstead Advisors increased its Tompkins Financial (TMP) stake by 43% in Q3 2026, buying an estimated $292 and bringing the position to 10 shares worth $963. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Clearstead Advisors first reported a position in TMP in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

  • Clearstead Advisors held 10 shares of Tompkins Financial worth $963 as of Q3 2026.
  • Clearstead Advisors bought 3 Tompkins Financial shares in Q3 2026, an estimated $292.
  • Tompkins Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2664 holding.
  • Clearstead Advisors first reported a position in Tompkins Financial in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.