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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Cooper/Haims Advisors's TMP Position: Q1 2026 in Review

Cooper/Haims Advisors opened a new position in Tompkins Financial (TMP) in Q1 2026: 2,577 shares worth $203K. The stake represents 0.1% of the portfolio and ranks #98 among its holdings. This is a return to the name: Cooper/Haims Advisors previously reported a position in TMP as recently as Q3 2023.

Cooper/Haims Advisors first reported a position in TMP in Q1 2018 and has held it in 4 quarters since. The position peaked at $393K in Q3 2023. 207 funds tracked by Wall St. Rank hold TMP as of Q1 2026.

  • Cooper/Haims Advisors held 2,577 shares of Tompkins Financial worth $203K as of Q1 2026.
  • Tompkins Financial was a new Cooper/Haims Advisors position in Q1 2026.
  • Tompkins Financial made up 0.1% of Cooper/Haims Advisors's portfolio in Q1 2026, its #98 holding.
  • Cooper/Haims Advisors first reported a position in Tompkins Financial in Q1 2018 and has held it in 4 quarters since.
  • Cooper/Haims Advisors's Tompkins Financial position peaked at $393K in Q3 2023.
  • 207 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.