Cobblestone Capital Advisors’s Tompkins Financial TMP Stock Holding History

Cobblestone Capital 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
2025 Q3	$382K	Hold	5,770	–	–	0.02%	229
2025 Q2	$362K	Hold	5,770	–	–	0.02%	227
2025 Q1	$363K	Hold	5,770	–	–	0.02%	225
2024 Q4	$391K	Sell	5,770 -2,027	-26%	-$140K	0.02%	208
2024 Q3	$451K	Hold	7,797	–	–	0.03%	200
2024 Q2	$381K	Hold	7,797	–	–	0.02%	204
2024 Q1	$392K	Hold	7,797	–	–	0.02%	199
2023 Q4	$470K	Hold	7,797	–	–	0.03%	179
2023 Q3	$382K	Hold	7,797	–	–	0.03%	181
2023 Q2	$434K	Hold	7,797	–	–	0.03%	180
2023 Q1	$516K	Hold	7,797	–	–	0.04%	163
2022 Q4	$605K	Hold	7,797	–	–	0.05%	151
2022 Q3	$566K	Hold	7,797	–	–	0.05%	142
2022 Q2	$562K	Hold	7,797	–	–	0.04%	147
2022 Q1	$610K	Hold	7,797	–	–	0.04%	157
2021 Q4	$652K	Hold	7,797	–	–	0.04%	150
2021 Q3	$631K	Hold	7,797	–	–	0.04%	142
2021 Q2	$605K	Hold	7,797	–	–	0.04%	152
2021 Q1	$645K	Hold	7,797	–	–	0.05%	147
2020 Q4	$550K	Hold	7,797	–	–	0.04%	152
2020 Q3	$443K	Sell	7,797 -535	-6%	-$34K	0.04%	161
2020 Q2	$540K	Hold	8,332	–	–	0.05%	146
2020 Q1	$598K	Hold	8,332	–	–	0.06%	136
2019 Q4	$762K	Buy	8,332 +3,000	+56%	+$259K	0.07%	125
2019 Q3	$433K	Buy	5,332 +292	+6%	+$23.4K	0.04%	164
2019 Q2	$411K	Sell	5,040 -65	-1%	-$5.15K	0.04%	173
2019 Q1	$388K	Hold	5,105	–	–	0.04%	171
2018 Q4	$383K	Hold	5,105	–	–	0.04%	170
2018 Q3	$414K	Sell	5,105 -250	-5%	-$21.6K	0.04%	171
2018 Q2	$460K	Hold	5,355	–	–	0.05%	156
2018 Q1	$406K	Buy	5,355 +250	+5%	+$20.1K	0.04%	170
2017 Q4	$415K	Sell	5,105 -2,332	-31%	-$198K	0.04%	174
2017 Q3	$641K	Hold	7,437	–	–	0.08%	114
2017 Q2	$585K	Hold	7,437	–	–	0.08%	113
2017 Q1	$599K	Hold	7,437	–	–	0.08%	115
2016 Q4	$703K	Hold	7,437	–	–	0.1%	101
2016 Q3	$568K	Hold	7,437	–	–	0.08%	111
2016 Q2	$483K	Hold	7,437	–	–	0.07%	125
2016 Q1	$476K	Hold	7,437	–	–	0.07%	125
2015 Q4	$418K	Hold	7,437	–	–	0.06%	141
2015 Q3	$397K	Buy	7,437 +1,962	+36%	+$105K	0.06%	131
2015 Q2	$294K	Hold	5,475	–	–	0.04%	145
2015 Q1	$295K	Sell	5,475 -550	-9%	-$28.9K	0.05%	145
2014 Q4	$333K	Hold	6,025	–	–	0.06%	137
2014 Q3	$266K	Hold	6,025	–	–	0.05%	142
2014 Q2	$290K	Hold	6,025	–	–	0.05%	134
2014 Q1	$295K	Buy	+6,025	New	+$291K	0.06%	132

Other funds holding TMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cobblestone Capital Advisors's TMP Position: Q3 2025 in Review

Cobblestone Capital Advisors held its Tompkins Financial (TMP) position steady in Q3 2025 at 5,770 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #229.

Cobblestone Capital Advisors first reported a position in TMP in Q1 2014 and has held it in 47 quarters since. The position peaked at $762K in Q4 2019. 193 funds tracked by Wall St. Rank hold TMP as of Q3 2025.

Cobblestone Capital Advisors held 5,770 shares of Tompkins Financial worth $382K as of Q3 2025.
Cobblestone Capital Advisors left its Tompkins Financial share count unchanged in Q3 2025.
Tompkins Financial made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #229 holding.
Cobblestone Capital Advisors first reported a position in Tompkins Financial in Q1 2014 and has held it in 47 quarters since.
Cobblestone Capital Advisors's Tompkins Financial position peaked at $762K in Q4 2019.
193 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.