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 Q3	$248K	Hold	2,577	–	–	0.11%	95
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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $384M AUM 23% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cooper/Haims Advisors's TMP Position: Q3 2026 in Review

Cooper/Haims Advisors held its Tompkins Financial (TMP) position steady in Q3 2026 at 2,577 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #95.

Cooper/Haims Advisors first reported a position in TMP in Q1 2018 and has held it in 6 quarters since. The position peaked at $393K in Q3 2023. 106 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

Cooper/Haims Advisors held 2,577 shares of Tompkins Financial worth $248K as of Q3 2026.
Cooper/Haims Advisors left its Tompkins Financial share count unchanged in Q3 2026.
Tompkins Financial made up 0.11% of Cooper/Haims Advisors's portfolio in Q3 2026, its #95 holding.
Cooper/Haims Advisors first reported a position in Tompkins Financial in Q1 2018 and has held it in 6 quarters since.
Cooper/Haims Advisors's Tompkins Financial position peaked at $393K in Q3 2023.
106 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.