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Cooper/Haims Advisors’s Tompkins Financial TMP Stock Holding History

Cooper/Haims 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 		$244K Hold
2,577
– – 0.1% 93
2026
Q1 		$203K Buy
+2,577
New +$200K 0.1% 98
2023
Q4 		– Sell
-8,021
Closed -$393K – 86
2023
Q3 		$393K Buy
+8,021
New +$435K 0.31% 40
2018
Q3 		– Sell
-3,130
Closed -$269K – 60
2018
Q2 		$269K Sell
3,130
-1,855
-37% -$152K 0.2% 41
2018
Q1 		$378K Buy
+4,985
New +$401K 0.33% 27

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

Cooper/Haims Advisors's TMP Position: Q2 2026 in Review

Cooper/Haims Advisors held its Tompkins Financial (TMP) position steady in Q2 2026 at 2,577 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #93.

Cooper/Haims Advisors first reported a position in TMP in Q1 2018 and has held it in 5 quarters since. The position peaked at $393K in Q3 2023. 221 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Cooper/Haims Advisors held 2,577 shares of Tompkins Financial worth $244K as of Q2 2026.
  • Cooper/Haims Advisors left its Tompkins Financial share count unchanged in Q2 2026.
  • Tompkins Financial made up 0.1% of Cooper/Haims Advisors's portfolio in Q2 2026, its #93 holding.
  • Cooper/Haims Advisors first reported a position in Tompkins Financial in Q1 2018 and has held it in 5 quarters since.
  • Cooper/Haims Advisors's Tompkins Financial position peaked at $393K in Q3 2023.
  • 221 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.