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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CoreCap Advisors's TMP Position: Q2 2026 in Review

CoreCap Advisors reduced its Tompkins Financial (TMP) stake by 17% in Q2 2026, selling an estimated $86 and leaving 5 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #2864.

CoreCap Advisors first reported a position in TMP in Q4 2021 and has held it in 12 quarters since. The position peaked at $1K in Q4 2021. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

CoreCap Advisors held 5 shares of Tompkins Financial worth $493 as of Q2 2026.
CoreCap Advisors sold 1 Tompkins Financial share in Q2 2026, an estimated $86.
Tompkins Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2864 holding.
CoreCap Advisors first reported a position in Tompkins Financial in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Tompkins Financial position peaked at $1K in Q4 2021.
222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.