Covestor’s Tompkins Financial TMP Stock Holding History

Covestor’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	$1K	Sell	8 -10	-56%	-$778	﹤0.01%	2152
2025 Q4	$1K	Sell	18 -6	-25%	-$411	﹤0.01%	2173
2025 Q3	$2K	Buy	24 +8	+50%	+$536	﹤0.01%	1990
2025 Q2	$1K	Buy	16 +9	+129%	+$548	﹤0.01%	2101
2025 Q1	$0	Buy	7 +5	+250%	+$335	﹤0.01%	2737
2024 Q4	$0	Buy	2 +1	+100%	+$69	﹤0.01%	2751
2024 Q3	$0	Sell	1 -1	-50%	-$57	﹤0.01%	2775
2024 Q2	$0	Buy	2 +1	+100%	+$46	﹤0.01%	2767
2024 Q1	$0	Sell	1 -6	-86%	-$304	﹤0.01%	2757
2023 Q4	$0	Hold	7	–	–	﹤0.01%	2743
2023 Q3	$0	Sell	7 -2	-22%	-$108	﹤0.01%	2740
2023 Q2	$1K	Hold	9	–	–	﹤0.01%	2024
2023 Q1	$1K	Buy	9 +1	+13%	+$74	﹤0.01%	1902
2022 Q4	$1K	Sell	8 -1	-11%	-$80	﹤0.01%	1940
2022 Q3	$1K	Buy	9 +2	+29%	+$150	﹤0.01%	1856
2022 Q2	$1K	Sell	7 -1	-13%	-$74	﹤0.01%	1804
2022 Q1	$1K	Sell	8 -5	-38%	-$403	﹤0.01%	1963
2021 Q4	$1K	Buy	+13	New	+$1.07K	﹤0.01%	1954

Other funds holding TMP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return