CoreCap Advisors’s Tompkins Financial TMP Stock Holding History

CoreCap 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	$502	Hold	5	–	–	﹤0.01%	2802
2026 Q2	$493	Sell	5 -1	-17%	-$86	﹤0.01%	2864
2026 Q1	$490	Buy	6 +1	+20%	+$78	﹤0.01%	2651
2025 Q4	$378	Hold	5	–	–	﹤0.01%	2739
2025 Q3	$345	Hold	5	–	–	﹤0.01%	2612
2025 Q2	$327	Hold	5	–	–	﹤0.01%	2567
2025 Q1	$329	Hold	5	–	–	﹤0.01%	2792
2024 Q4	$354	Hold	5	–	–	﹤0.01%	2600
2024 Q3	$302	Buy	+5	New	+$285	﹤0.01%	2425
2024 Q2	–	Sell	-5	Closed	-$262	–	2486
2024 Q1	$262	Buy	+5	New	+$254	﹤0.01%	2390
2022 Q4	$405	Buy	+5	New	+$398	﹤0.01%	2199
2022 Q3	–	Sell	-5	Closed	–	–	1946
2022 Q2	$0	Buy	+5	New	+$370	﹤0.01%	2270
2022 Q1	–	Sell	-5	Closed	-$1K	–	1948
2021 Q4	$1K	Buy	+5	New	+$410	﹤0.01%	2255

Other funds holding TMP

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

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

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CoreCap Advisors's TMP Position: Q3 2026 in Review

CoreCap Advisors held its Tompkins Financial (TMP) position steady in Q3 2026 at 5 shares worth $502. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

CoreCap Advisors first reported a position in TMP in Q4 2021 and has held it in 13 quarters since. The position peaked at $1K in Q4 2021. 47 funds tracked by Wall St. Rank hold TMP as of Q3 2026.

CoreCap Advisors held 5 shares of Tompkins Financial worth $502 as of Q3 2026.
CoreCap Advisors left its Tompkins Financial share count unchanged in Q3 2026.
Tompkins Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2802 holding.
CoreCap Advisors first reported a position in Tompkins Financial in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Tompkins Financial position peaked at $1K in Q4 2021.
47 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.