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Compass Financial Services’s Tompkins Financial TMP Stock Holding History

Compass Financial Services’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 		– Sell
-58
Closed -$4.21K – 253
2025
Q4 		$4.21K Hold
58
– – ﹤0.01% 235
2025
Q3 		$3.81K Buy
58
+1
+2% +$67 ﹤0.01% 248
2025
Q2 		$3.58K Buy
+57
New +$3.47K ﹤0.01% 257

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

Compass Financial Services's TMP Position: Q1 2026 in Review

Compass Financial Services sold out of Tompkins Financial (TMP) in Q1 2026, closing a stake of 58 shares — an estimated $4.21K sold.

Compass Financial Services first reported a position in TMP in Q2 2025 and held it in 3 quarters. The position peaked at $4.21K in Q4 2025. 207 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

  • Compass Financial Services reported no remaining Tompkins Financial position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 58 Tompkins Financial shares in Q1 2026, an estimated $4.21K.
  • Compass Financial Services first reported a position in Tompkins Financial in Q2 2025 and held it in 3 quarters.
  • Compass Financial Services's Tompkins Financial position peaked at $4.21K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.