CCM
TMP icon

Coldstream Capital Management’s Tompkins Financial TMP Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-546
Closed -$34.4K – 3162
2025
Q1 		$34.4K Buy
+546
New +$36.6K ﹤0.01% 1876

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Coldstream Capital Management's TMP Position: Q2 2025 in Review

Coldstream Capital Management sold out of Tompkins Financial (TMP) in Q2 2025, closing a stake of 546 shares — an estimated $34.4K sold.

Coldstream Capital Management first reported a position in TMP in Q1 2025 and held it in 1 quarter. The position peaked at $34.4K in Q1 2025. 186 funds tracked by Wall St. Rank hold TMP as of Q2 2025.

  • Coldstream Capital Management reported no remaining Tompkins Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 546 Tompkins Financial shares in Q2 2025, an estimated $34.4K.
  • Coldstream Capital Management first reported a position in Tompkins Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Tompkins Financial position peaked at $34.4K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.