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Creative Financial Designs’s Tompkins Financial TMP Stock Holding History

Creative Financial Designs’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 		$8.31K Buy
88
+1
+1% +$86 ﹤0.01% 1566
2026
Q1 		$6.88K Hold
87
– – ﹤0.01% 1504
2025
Q4 		$6.28K Sell
87
-1,047
-92% -$71.8K ﹤0.01% 1457
2025
Q3 		$75.1K Sell
1,134
-61
-5% -$4.09K 0.01% 718
2025
Q2 		$75K Sell
1,195
-89
-7% -$5.42K 0.01% 747
2025
Q1 		$80.8K Sell
1,284
-152
-11% -$10.2K 0.01% 675
2024
Q4 		$97.4K Sell
1,436
-90
-6% -$6.24K 0.01% 611
2024
Q3 		$88.2K Buy
1,526
+10
+0.7% +$571 0.01% 628
2024
Q2 		$74.1K Buy
1,516
+1,433
+1,727% +$66K 0.01% 650
2024
Q1 		$4.17K Buy
+83
New +$4.21K ﹤0.01% 1351

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Financial Designs's TMP Position: Q2 2026 in Review

Creative Financial Designs increased its Tompkins Financial (TMP) stake by 1.1% in Q2 2026, buying an estimated $86 and bringing the position to 88 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Creative Financial Designs first reported a position in TMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $97.4K in Q4 2024. 222 funds tracked by Wall St. Rank hold TMP as of Q2 2026.

  • Creative Financial Designs held 88 shares of Tompkins Financial worth $8.31K as of Q2 2026.
  • Creative Financial Designs bought 1 Tompkins Financial share in Q2 2026, an estimated $86.
  • Tompkins Financial made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1566 holding.
  • Creative Financial Designs first reported a position in Tompkins Financial in Q1 2024 and has held it in 10 quarters since.
  • Creative Financial Designs's Tompkins Financial position peaked at $97.4K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.